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 3-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 | $75,885 | $112,729-32.7% | $98,716-23.1% | $137,256-44.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 22.48% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $7,577 | $2,725+178.0% | $2,279+232.5% | $4,156+82.3% |
| Participant deferral / active EE | $9,102 | $4,640+96.1% | $4,048+124.9% | $6,407+42.1% |
| Admin fee / account holder | $469 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |