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 | $21,544 | $202,432-89.4% | $169,368-87.3% | $139,434-84.5% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 20.31% | 531.74%-511.4pp | 405.60%-385.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,316 | $4,692-50.6% | $4,013-42.3% | $4,751-51.2% |
| Participant deferral / active EE | $7,348 | $6,938+5.9% | $6,221+18.1% | $6,710+9.5% |
| Admin fee / account holder | $1,189 | $10,708-88.9% | $9,003-86.8% | $11,403-89.6% |