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 | $66,386 | $96,635-31.3% | $86,612-23.4% | $139,434-52.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.02% | 106.41%-86.4pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $579 | $3,263-82.3% | $3,022-80.8% | $4,751-87.8% |
| Participant deferral / active EE | $5,870 | $4,836+21.4% | $4,438+32.3% | $6,710-12.5% |
| Admin fee / account holder | $11,108 | $6,408+73.4% | $5,614+97.9% | $11,403-2.6% |