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 4-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 | $68,490 | $117,841-41.9% | $102,423-33.1% | $145,922-53.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 14.70% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,907 | $3,615-47.3% | $3,023-36.9% | $4,660-59.1% |
| Participant deferral / active EE | $6,327 | $5,731+10.4% | $5,053+25.2% | $6,688-5.4% |
| Admin fee / account holder | $1,799 | $13,326-86.5% | $9,451-81.0% | $13,397-86.6% |