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 4-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 | $95,192 | $117,983-19.3% | $101,794-6.5% | $142,382-33.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.80% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,626 | $2,773-41.4% | $2,289-29.0% | $4,299-62.2% |
| Participant deferral / active EE | $7,371 | $4,714+56.4% | $4,084+80.5% | $6,507+13.3% |
| Admin fee / account holder | $395 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |