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 6-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 | $106,837 | $183,519-41.8% | $155,509-31.3% | $145,922-26.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,508 | $5,313-34.0% | $4,672-24.9% | $4,660-24.7% |
| Participant deferral / active EE | $7,053 | $6,462+9.1% | $5,626+25.4% | $6,688+5.5% |
| Admin fee / account holder | $1,597 | $19,313-91.7% | $15,912-90.0% | $13,397-88.1% |