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 | $79,221 | $117,841-32.8% | $102,423-22.7% | $145,922-45.7% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 20.95% | 31.65%-10.7pp | 29.32%-8.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $9,932 | $3,615+174.8% | $3,023+228.5% | $4,660+113.1% |
| Participant deferral / active EE | $8,045 | $5,731+40.4% | $5,053+59.2% | $6,688+20.3% |
| Admin fee / account holder | $903 | $13,326-93.2% | $9,451-90.4% | $13,397-93.3% |