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 | $92,263 | $176,812-47.8% | $146,665-37.1% | $167,490-44.9% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 23.67% | 24.03%-0.4pp | 22.74%+0.9pp | 478.56%-454.9pp |
| Employer contribution / active EE | $14,285 | $5,160+176.8% | $4,136+245.3% | $4,837+195.3% |
| Participant deferral / active EE | $13,869 | $6,440+115.4% | $5,506+151.9% | $6,341+118.7% |
| Admin fee / account holder | $886 | $13,259-93.3% | $10,280-91.4% | $12,309-92.8% |