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 8-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 | $98,992 | $118,849-16.7% | $96,562+2.5% | $167,490-40.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 14.86% | 50.49%-35.6pp | 37.78%-22.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,718 | $3,120-44.9% | $2,356-27.1% | $4,837-64.5% |
| Participant deferral / active EE | $4,572 | $4,616-1.0% | $3,849+18.8% | $6,341-27.9% |
| Admin fee / account holder | $437 | $8,065-94.6% | $6,181-92.9% | $12,309-96.5% |