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 5-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 | $64,216 | $201,272-68.1% | $184,203-65.1% | $145,922-56.0% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 25.43% | 29.00%-3.6pp | 28.81%-3.4pp | 561.29%-535.9pp |
| Employer contribution / active EE | $4,224 | $7,022-39.8% | $6,427-34.3% | $4,660-9.4% |
| Participant deferral / active EE | $13,444 | $9,806+37.1% | $9,131+47.2% | $6,688+101.0% |
| Admin fee / account holder | $1,169 | $16,364-92.9% | $13,901-91.6% | $13,397-91.3% |