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 | $76,440 | $116,175-34.2% | $93,606-18.3% | $152,861-50.0% |
| Participation rate | 94.4% | 78.0%+16.4pp | 75.8%+18.6pp | 82.4%+12.0pp |
| Annual return | 17.78% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,116 | $3,218-34.3% | $2,718-22.2% | $4,762-55.6% |
| Participant deferral / active EE | $5,133 | $4,603+11.5% | $4,069+26.2% | $5,850-12.3% |
| Admin fee / account holder | $682 | $10,748-93.7% | $7,888-91.4% | $11,596-94.1% |