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 6-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 | $132,051 | $98,652+33.9% | $142,942-7.6% | $82,448+60.2% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.8%+7.0pp | 68.1%+15.8pp |
| Annual return | 14.57% | 22.65%-8.1pp | 113.70%-99.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,985 | $3,211-38.2% | $4,139-52.1% | $2,551-22.2% |
| Participant deferral / active EE | $5,112 | $5,580-8.4% | $7,128-28.3% | $4,139+23.5% |
| Admin fee / account holder | $801 | $8,078-90.1% | $12,475-93.6% | $7,234-88.9% |