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 | $22,190 | $117,841-81.2% | $102,423-78.3% | $145,922-84.8% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 13.63% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,432 | $3,615-60.4% | $3,023-52.7% | $4,660-69.3% |
| Participant deferral / active EE | $1,994 | $5,731-65.2% | $5,053-60.5% | $6,688-70.2% |
| Admin fee / account holder | $1,805 | $13,326-86.5% | $9,451-80.9% | $13,397-86.5% |