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 10-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 | $67,536 | $116,175-41.9% | $93,606-27.9% | $152,861-55.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 17.95% | 35.96%-18.0pp | 32.76%-14.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $10,261 | $3,218+218.9% | $2,718+277.5% | $4,762+115.5% |
| Participant deferral / active EE | $7,954 | $4,603+72.8% | $4,069+95.5% | $5,850+36.0% |
| Admin fee / account holder | $7,932 | $10,748-26.2% | $7,888+0.6% | $11,596-31.6% |