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 | $90,321 | $183,592-50.8% | $155,567-41.9% | $145,959-38.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.23% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,429 | $5,315-54.3% | $4,674-48.0% | $4,661-47.9% |
| Participant deferral / active EE | $7,418 | $6,464+14.8% | $5,628+31.8% | $6,689+10.9% |
| Admin fee / account holder | $712 | $19,318-96.3% | $15,916-95.5% | $13,398-94.7% |