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 | $100,773-83.9% | $88,946-81.7% | $142,382-88.6% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 23.16% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,228 | $2,918-23.7% | $2,555-12.8% | $4,299-48.2% |
| Participant deferral / active EE | $5,534 | $5,230+5.8% | $4,581+20.8% | $6,507-15.0% |
| Admin fee / account holder | $841 | $9,693-91.3% | $8,261-89.8% | $12,624-93.3% |