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 | $50,123 | $106,515-52.9% | $96,683-48.2% | $139,434-64.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.99% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,976 | $4,103-27.5% | $3,737-20.4% | $4,751-37.4% |
| Participant deferral / active EE | $5,499 | $5,454+0.8% | $4,878+12.7% | $6,710-18.1% |
| Admin fee / account holder | $653 | $7,877-91.7% | $6,730-90.3% | $11,403-94.3% |