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 | $32,138 | $117,841-72.7% | $102,423-68.6% | $145,922-78.0% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 13.06% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,566 | $3,615-29.0% | $3,023-15.1% | $4,660-44.9% |
| Participant deferral / active EE | $4,852 | $5,731-15.3% | $5,053-4.0% | $6,688-27.4% |
| Admin fee / account holder | $6,393 | $13,326-52.0% | $9,451-32.4% | $13,397-52.3% |