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 | $67,858 | $117,841-42.4% | $102,423-33.7% | $145,922-53.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 21.86% | 31.65%-9.8pp | 29.32%-7.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,210 | $3,615-11.2% | $3,023+6.2% | $4,660-31.1% |
| Participant deferral / active EE | $13,783 | $5,731+140.5% | $5,053+172.8% | $6,688+106.1% |
| Admin fee / account holder | $322 | $13,326-97.6% | $9,451-96.6% | $13,397-97.6% |