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 | $67,704 | $149,734-54.8% | $118,925-43.1% | $158,922-57.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 17.01% | 19.95%-2.9pp | 35.88%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,101 | $4,115-73.3% | $3,263-66.3% | $4,761-76.9% |
| Participant deferral / active EE | $8,560 | $5,223+63.9% | $4,265+100.7% | $5,982+43.1% |
| Admin fee / account holder | $483 | $8,603-94.4% | $6,581-92.7% | $11,246-95.7% |