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 | $32,582 | $117,841-72.4% | $102,423-68.2% | $145,922-77.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 16.63% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,869 | $3,615+90.0% | $3,023+127.2% | $4,660+47.4% |
| Participant deferral / active EE | $15,432 | $5,731+169.3% | $5,053+205.4% | $6,688+130.8% |
| Admin fee / account holder | $659 | $13,326-95.1% | $9,451-93.0% | $13,397-95.1% |