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 8-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 | $52,181 | $102,966-49.3% | $90,281-42.2% | $152,861-65.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 14.85% | 95.16%-80.3pp | 78.10%-63.2pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,319 | $3,139-58.0% | $2,854-53.8% | $4,762-72.3% |
| Participant deferral / active EE | $7,226 | $4,281+68.8% | $3,885+86.0% | $5,850+23.5% |
| Admin fee / account holder | $12,894 | $6,171+109.0% | $5,351+141.0% | $11,596+11.2% |