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 | $18,808 | $100,773-81.3% | $88,946-78.9% | $142,382-86.8% |
| Participation rate | 79.2% | 74.3%+4.9pp | 68.8%+10.3pp | 80.1%-1.0pp |
| Annual return | 21.85% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,225 | $2,918-23.8% | $2,555-12.9% | $4,299-48.3% |
| Participant deferral / active EE | $4,938 | $5,230-5.6% | $4,581+7.8% | $6,507-24.1% |
| Admin fee / account holder | $543 | $9,693-94.4% | $8,261-93.4% | $12,624-95.7% |