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 4-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 | $86,721 | $127,065-31.8% | $113,168-23.4% | $142,382-39.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 17.71% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,968 | $3,442-13.8% | $2,975-0.2% | $4,299-31.0% |
| Participant deferral / active EE | $7,493 | $5,716+31.1% | $5,107+46.7% | $6,507+15.2% |
| Admin fee / account holder | $582 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |