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 4-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 | $17,674 | $85,022-79.2% | $70,515-74.9% | $139,434-87.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 37.44% | 30.38%+7.1pp | 32.77%+4.7pp | 372.94%-335.5pp |
| Employer contribution / active EE | $2,224 | $3,909-43.1% | $2,973-25.2% | $4,751-53.2% |
| Participant deferral / active EE | $6,867 | $5,890+16.6% | $4,567+50.4% | $6,710+2.3% |
| Admin fee / account holder | $613 | $8,906-93.1% | $6,412-90.4% | $11,403-94.6% |