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 6-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 | $67,377 | $111,724-39.7% | $93,606-28.0% | $145,922-53.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 11.60% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,461 | $3,090-20.3% | $2,420+1.7% | $4,660-47.2% |
| Participant deferral / active EE | $13,540 | $4,912+175.7% | $4,411+206.9% | $6,688+102.5% |
| Admin fee / account holder | $8,998 | $10,250-12.2% | $8,285+8.6% | $13,397-32.8% |