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 | $51,309 | $165,984-69.1% | $164,813-68.9% | $145,922-64.8% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 21.96% | 100.03%-78.1pp | 69.93%-48.0pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,923 | $5,273-44.6% | $4,341-32.7% | $4,660-37.3% |
| Participant deferral / active EE | $8,636 | $6,959+24.1% | $6,031+43.2% | $6,688+29.1% |
| Admin fee / account holder | $3,200 | $16,648-80.8% | $12,690-74.8% | $13,397-76.1% |