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 | $32,978 | $117,983-72.0% | $101,794-67.6% | $142,382-76.8% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 17.85% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,449 | $2,773+24.4% | $2,289+50.7% | $4,299-19.8% |
| Participant deferral / active EE | $6,685 | $4,714+41.8% | $4,084+63.7% | $6,507+2.7% |
| Admin fee / account holder | $397 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |