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 9-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 | $42,514 | $228,332-81.4% | $185,823-77.1% | $158,922-73.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 15.23% | 40.80%-25.6pp | 35.95%-20.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,322 | $4,967-33.1% | $4,087-18.7% | $4,761-30.2% |
| Participant deferral / active EE | $6,251 | $6,415-2.6% | $5,632+11.0% | $5,982+4.5% |
| Admin fee / account holder | $419 | $11,864-96.5% | $9,500-95.6% | $11,246-96.3% |