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 | $88,163 | $114,381-22.9% | $107,525-18.0% | $142,382-38.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.85% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,311 | $4,015-67.3% | $3,754-65.1% | $4,299-69.5% |
| Participant deferral / active EE | $4,171 | $5,564-25.0% | $5,116-18.5% | $6,507-35.9% |
| Admin fee / account holder | $2,108 | $9,860-78.6% | $8,919-76.4% | $12,624-83.3% |