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 5-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 | $28,036 | $117,841-76.2% | $102,423-72.6% | $145,922-80.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.37% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,977 | $3,615-45.3% | $3,023-34.6% | $4,660-57.6% |
| Participant deferral / active EE | $7,030 | $5,731+22.7% | $5,053+39.1% | $6,688+5.1% |
| Admin fee / account holder | $545 | $13,326-95.9% | $9,451-94.2% | $13,397-95.9% |