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 | $60,089 | $79,184-24.1% | $102,438-41.3% | $74,546-19.4% |
| Participation rate | 72.3% | 74.8%-2.5pp | 76.5%-4.2pp | 67.2%+5.1pp |
| Annual return | 14.44% | 54.95%-40.5pp | 29.37%-14.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,684 | $2,362+13.7% | $3,024-11.2% | $2,624+2.3% |
| Participant deferral / active EE | $6,033 | $4,414+36.7% | $5,054+19.4% | $4,347+38.8% |
| Admin fee / account holder | $7,732 | $2,001+286.4% | $9,448-18.2% | $1,944+297.8% |