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 | $58,786 | $176,056-66.6% | $159,436-63.1% | $167,490-64.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.96% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $4,200 | $5,297-20.7% | $4,829-13.0% | $4,837-13.2% |
| Participant deferral / active EE | $7,629 | $7,750-1.6% | $7,352+3.8% | $6,341+20.3% |
| Admin fee / account holder | $681 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |