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 | $109,556 | $117,983-7.1% | $101,794+7.6% | $142,382-23.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.37% | 36.92%-20.5pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,774 | $2,773-36.0% | $2,289-22.5% | $4,299-58.7% |
| Participant deferral / active EE | $17,050 | $4,714+261.7% | $4,084+317.5% | $6,507+162.0% |
| Admin fee / account holder | $2,175 | $10,433-79.2% | $8,777-75.2% | $12,624-82.8% |