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 3-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 | $23,183 | $117,841-80.3% | $102,423-77.4% | $145,922-84.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 21.39% | 31.65%-10.3pp | 29.32%-7.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $3,664 | $3,615+1.4% | $3,023+21.2% | $4,660-21.4% |
| Participant deferral / active EE | $5,361 | $5,731-6.5% | $5,053+6.1% | $6,688-19.8% |
| Admin fee / account holder | $386 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |