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 7-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 | $98,719 | $110,257-10.5% | $96,544+2.3% | $139,434-29.2% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 16.29% | 26.32%-10.0pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,119 | $3,620-41.5% | $2,965-28.5% | $4,751-55.4% |
| Participant deferral / active EE | $4,108 | $5,548-26.0% | $4,851-15.3% | $6,710-38.8% |
| Admin fee / account holder | $367 | $11,591-96.8% | $8,252-95.6% | $11,403-96.8% |