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 | $116,929 | $111,754+4.6% | $103,333+13.2% | $145,922-19.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.24% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,386 | $4,212-43.4% | $3,868-38.3% | $4,660-48.8% |
| Participant deferral / active EE | $6,345 | $5,619+12.9% | $5,057+25.5% | $6,688-5.1% |
| Admin fee / account holder | $459 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |