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 4-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 | $83,617 | $117,983-29.1% | $101,794-17.9% | $142,382-41.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 15.83% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,245 | $2,773-55.1% | $2,289-45.6% | $4,299-71.0% |
| Participant deferral / active EE | $5,068 | $4,714+7.5% | $4,084+24.1% | $6,507-22.1% |
| Admin fee / account holder | $920 | $10,433-91.2% | $8,777-89.5% | $12,624-92.7% |