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 5-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 | $27,220 | $202,432-86.6% | $169,368-83.9% | $139,434-80.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 20.50% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,692 | $4,692-21.3% | $4,013-8.0% | $4,751-22.3% |
| Participant deferral / active EE | $7,338 | $6,938+5.8% | $6,221+17.9% | $6,710+9.4% |
| Admin fee / account holder | $412 | $10,708-96.2% | $9,003-95.4% | $11,403-96.4% |