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 | $73,078 | $172,111-57.5% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 20.30% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,809 | $4,636-39.4% | $4,154-32.4% | $4,156-32.4% |
| Participant deferral / active EE | $5,565 | $6,166-9.7% | $5,453+2.1% | $6,407-13.1% |
| Admin fee / account holder | $566 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |