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 | $106,141 | $74,888+41.7% | $71,209+49.1% | $142,382-25.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 14.74% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,403 | $2,854-15.8% | $2,721-11.7% | $4,299-44.1% |
| Participant deferral / active EE | $5,331 | $4,454+19.7% | $4,175+27.7% | $6,507-18.1% |
| Admin fee / account holder | $556 | $5,568-90.0% | $5,349-89.6% | $12,624-95.6% |