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 5-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 | $88,909 | $158,398-43.9% | $126,539-29.7% | $142,382-37.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 18.75% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,492 | $4,650-3.4% | $3,674+22.3% | $4,299+4.5% |
| Participant deferral / active EE | $11,211 | $4,767+135.2% | $4,083+174.6% | $6,507+72.3% |
| Admin fee / account holder | $2,308 | $6,918-66.6% | $6,065-61.9% | $12,624-81.7% |