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 6-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 | $90,992 | $114,381-20.4% | $107,525-15.4% | $142,382-36.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.05% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,283 | $4,015-43.1% | $3,754-39.2% | $4,299-46.9% |
| Participant deferral / active EE | $4,468 | $5,564-19.7% | $5,116-12.7% | $6,507-31.3% |
| Admin fee / account holder | $1,057 | $9,860-89.3% | $8,919-88.2% | $12,624-91.6% |