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 | $181,515 | $106,515+70.4% | $96,683+87.7% | $139,434+30.2% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.19% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,462 | $4,103-64.4% | $3,737-60.9% | $4,751-69.2% |
| Participant deferral / active EE | $3,839 | $5,454-29.6% | $4,878-21.3% | $6,710-42.8% |
| Admin fee / account holder | $700 | $7,877-91.1% | $6,730-89.6% | $11,403-93.9% |