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 7-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 | $23,377 | $85,022-72.5% | $70,515-66.8% | $139,434-83.2% |
| Participation rate | 92.9% | 73.9%+18.9pp | 68.3%+24.5pp | 80.3%+12.5pp |
| Annual return | 19.90% | 30.38%-10.5pp | 32.77%-12.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,441 | $3,909+39.2% | $2,973+83.0% | $4,751+14.5% |
| Participant deferral / active EE | $1,813 | $5,890-69.2% | $4,567-60.3% | $6,710-73.0% |
| Admin fee / account holder | $941 | $8,906-89.4% | $6,412-85.3% | $11,403-91.7% |