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 | $16,253 | $97,125-83.3% | $86,233-81.2% | $137,256-88.2% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.0%+26.8pp | 80.0%+15.9pp |
| Annual return | 23.16% | 74.19%-51.0pp | 61.39%-38.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,228 | $2,841-21.6% | $2,504-11.1% | $4,156-46.4% |
| Participant deferral / active EE | $5,534 | $5,180+6.8% | $4,559+21.4% | $6,407-13.6% |
| Admin fee / account holder | $841 | $9,725-91.4% | $8,342-89.9% | $12,270-93.1% |