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 | $29,695 | $110,257-73.1% | $96,544-69.2% | $139,434-78.7% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 22.97% | 26.32%-3.3pp | 25.84%-2.9pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,498 | $3,620-31.0% | $2,965-15.8% | $4,751-47.4% |
| Participant deferral / active EE | $5,919 | $5,548+6.7% | $4,851+22.0% | $6,710-11.8% |
| Admin fee / account holder | $972 | $11,591-91.6% | $8,252-88.2% | $11,403-91.5% |