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 8-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 | $81,401 | $99,877-18.5% | $84,966-4.2% | $145,922-44.2% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 17.97% | 83.76%-65.8pp | 66.38%-48.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,948 | $3,231-8.8% | $2,727+8.1% | $4,660-36.7% |
| Participant deferral / active EE | $4,933 | $5,291-6.8% | $4,519+9.1% | $6,688-26.2% |
| Admin fee / account holder | $469 | $7,248-93.5% | $6,149-92.4% | $13,397-96.5% |