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 | $21,775 | $177,572-87.7% | $154,803-85.9% | $142,382-84.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.00% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,867 | $4,810-40.4% | $4,305-33.4% | $4,299-33.3% |
| Participant deferral / active EE | $7,025 | $6,272+12.0% | $5,540+26.8% | $6,507+8.0% |
| Admin fee / account holder | $11,592 | $16,786-30.9% | $14,329-19.1% | $12,624-8.2% |