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 9-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 | $53,791 | $125,758-57.2% | $169,993-68.4% | $75,163-28.4% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.0%-8.2pp | 67.2%+11.6pp |
| Annual return | 16.64% | 27.20%-10.6pp | 53.37%-36.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,060 | $4,615-33.7% | $6,785-54.9% | $2,670+14.6% |
| Participant deferral / active EE | $7,759 | $6,837+13.5% | $10,408-25.4% | $4,125+88.1% |
| Admin fee / account holder | $23,017 | $8,173+181.6% | $12,815+79.6% | $5,651+307.3% |