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 5-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 | $75,247 | $117,841-36.1% | $102,423-26.5% | $145,922-48.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.72% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,048 | $3,615+39.6% | $3,023+67.0% | $4,660+8.3% |
| Participant deferral / active EE | $7,735 | $5,731+35.0% | $5,053+53.1% | $6,688+15.7% |
| Admin fee / account holder | $6,723 | $13,326-49.5% | $9,451-28.9% | $13,397-49.8% |