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 | $71,111 | $117,841-39.7% | $102,423-30.6% | $145,922-51.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 12.13% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,076 | $3,615-70.2% | $3,023-64.4% | $4,660-76.9% |
| Participant deferral / active EE | $3,036 | $5,731-47.0% | $5,053-39.9% | $6,688-54.6% |
| Admin fee / account holder | $776 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |