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 10-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 | $61,954 | $117,841-47.4% | $102,423-39.5% | $145,922-57.5% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 12.06% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,507 | $3,615-30.6% | $3,023-17.1% | $4,660-46.2% |
| Participant deferral / active EE | $5,969 | $5,731+4.2% | $5,053+18.1% | $6,688-10.7% |
| Admin fee / account holder | $399 | $13,326-97.0% | $9,451-95.8% | $13,397-97.0% |