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 | $87,793 | $106,515-17.6% | $96,683-9.2% | $139,434-37.0% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 11.18% | 38.43%-27.2pp | 35.69%-24.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,685 | $4,103-58.9% | $3,737-54.9% | $4,751-64.5% |
| Participant deferral / active EE | $6,339 | $5,454+16.2% | $4,878+29.9% | $6,710-5.5% |
| Admin fee / account holder | $19,819 | $7,877+151.6% | $6,730+194.5% | $11,403+73.8% |