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 | $69,511 | $117,841-41.0% | $102,423-32.1% | $145,922-52.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 14.16% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,789 | $3,615-50.5% | $3,023-40.8% | $4,660-61.6% |
| Participant deferral / active EE | $6,905 | $5,731+20.5% | $5,053+36.7% | $6,688+3.3% |
| Admin fee / account holder | $779 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |