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 9-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 | $70,482 | $99,652-29.3% | $78,778-10.5% | $147,584-52.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 14.74% | 47.28%-32.5pp | 35.62%-20.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,688 | $2,796-39.6% | $1,986-15.0% | $4,876-65.4% |
| Participant deferral / active EE | $3,096 | $3,664-15.5% | $2,958+4.7% | $5,439-43.1% |
| Admin fee / account holder | $435 | $7,155-93.9% | $5,134-91.5% | $10,885-96.0% |