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 | $212,818 | $117,841+80.6% | $102,423+107.8% | $145,922+45.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.51% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,756 | $3,615-23.8% | $3,023-8.8% | $4,660-40.9% |
| Participant deferral / active EE | $5,464 | $5,731-4.7% | $5,053+8.1% | $6,688-18.3% |
| Admin fee / account holder | $16,517 | $13,326+23.9% | $9,451+74.8% | $13,397+23.3% |