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 | $59,372 | $124,425-52.3% | $112,040-47.0% | $137,256-56.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.36% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,375 | $3,411+28.2% | $2,954+48.1% | $4,156+5.3% |
| Participant deferral / active EE | $8,918 | $5,718+56.0% | $5,098+75.0% | $6,407+39.2% |
| Admin fee / account holder | $9,590 | $15,207-36.9% | $12,098-20.7% | $12,270-21.8% |