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 3-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 | $49,664 | $104,974-52.7% | $95,585-48.0% | $142,382-65.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.29% | 210.33%-196.0pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,037 | $2,779+117.3% | $2,527+138.9% | $4,299+40.4% |
| Participant deferral / active EE | $4,542 | $4,352+4.4% | $4,023+12.9% | $6,507-30.2% |
| Admin fee / account holder | $11,285 | $6,386+76.7% | $6,127+84.2% | $12,624-10.6% |