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 5-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 | $23,068 | $117,841-80.4% | $102,423-77.5% | $145,922-84.2% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 17.64% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,678 | $3,615-25.9% | $3,023-11.4% | $4,660-42.5% |
| Participant deferral / active EE | $4,880 | $5,731-14.8% | $5,053-3.4% | $6,688-27.0% |
| Admin fee / account holder | $1,095 | $13,326-91.8% | $9,451-88.4% | $13,397-91.8% |