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 7-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 | $92,664 | $111,814-17.1% | $103,374-10.4% | $145,959-36.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.43% | 24.77%-14.3pp | 24.89%-14.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $10,108 | $4,214+139.9% | $3,869+161.2% | $4,661+116.9% |
| Participant deferral / active EE | $5,874 | $5,618+4.5% | $5,058+16.1% | $6,689-12.2% |
| Admin fee / account holder | $977 | $9,754-90.0% | $8,394-88.4% | $13,398-92.7% |