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 | $93,195 | $65,390+42.5% | $169,368-45.0% | $71,457+30.4% |
| Participation rate | 93.4% | 67.0%+26.4pp | 77.1%+16.3pp | 67.9%+25.5pp |
| Annual return | 16.65% | 21.31%-4.7pp | 405.60%-388.9pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,979 | $2,079-4.8% | $4,013-50.7% | $2,588-23.5% |
| Participant deferral / active EE | $6,547 | $4,367+49.9% | $6,221+5.2% | $4,289+52.6% |
| Admin fee / account holder | $7,005 | $1,324+428.9% | $9,003-22.2% | $1,587+341.3% |