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 8-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 | $67,465 | $99,877-32.5% | $84,966-20.6% | $145,922-53.8% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 9.21% | 83.76%-74.5pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,974 | $3,231-38.9% | $2,727-27.6% | $4,660-57.6% |
| Participant deferral / active EE | $4,211 | $5,291-20.4% | $4,519-6.8% | $6,688-37.0% |
| Admin fee / account holder | $1,274 | $7,248-82.4% | $6,149-79.3% | $13,397-90.5% |