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 | $22,324 | $109,982-79.7% | $97,226-77.0% | $145,922-84.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 11.62% | 242.90%-231.3pp | 75.13%-63.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,121 | $3,084-31.2% | $2,729-22.3% | $4,660-54.5% |
| Participant deferral / active EE | $4,469 | $4,676-4.4% | $4,264+4.8% | $6,688-33.2% |
| Admin fee / account holder | $513 | $6,221-91.8% | $5,654-90.9% | $13,397-96.2% |