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 10-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 | $72,838 | $117,859-38.2% | $102,438-28.9% | $145,959-50.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 21.99% | 31.72%-9.7pp | 29.37%-7.4pp | 561.95%-540.0pp |
| Employer contribution / active EE | $5,001 | $3,615+38.3% | $3,024+65.4% | $4,661+7.3% |
| Participant deferral / active EE | $5,239 | $5,732-8.6% | $5,054+3.7% | $6,689-21.7% |
| Admin fee / account holder | $1,463 | $13,318-89.0% | $9,448-84.5% | $13,398-89.1% |