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 3-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 | $96,084 | $111,754-14.0% | $103,333-7.0% | $145,922-34.2% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,321 | $4,212-68.6% | $3,868-65.9% | $4,660-71.7% |
| Participant deferral / active EE | $7,309 | $5,619+30.1% | $5,057+44.5% | $6,688+9.3% |
| Admin fee / account holder | $12,315 | $9,750+26.3% | $8,355+47.4% | $13,397-8.1% |