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 9-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 | $58,861 | $117,841-50.1% | $102,423-42.5% | $145,922-59.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.86% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,755 | $3,615-23.8% | $3,023-8.9% | $4,660-40.9% |
| Participant deferral / active EE | $8,608 | $5,731+50.2% | $5,053+70.4% | $6,688+28.7% |
| Admin fee / account holder | $1,055 | $13,326-92.1% | $9,451-88.8% | $13,397-92.1% |