See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,282 | $64,307+7.7% | $57,343+20.8% | $125,391-44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.32% | 25.12%-24.8pp | 24.39%-24.1pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,793 | $3,193-43.9% | $2,689-33.3% | $4,866-63.2% |
| Participant deferral / active EE | $2,300 | $3,848-40.2% | $3,162-27.3% | $5,352-57.0% |
| Admin fee / account holder | $908 | $5,242-82.7% | $3,356-72.9% | $9,540-90.5% |