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 4-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 | $81,099 | $117,841-31.2% | $102,423-20.8% | $145,922-44.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.31% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,012 | $3,615-44.3% | $3,023-33.4% | $4,660-56.8% |
| Participant deferral / active EE | $6,623 | $5,731+15.6% | $5,053+31.1% | $6,688-1.0% |
| Admin fee / account holder | $1,006 | $13,326-92.5% | $9,451-89.4% | $13,397-92.5% |