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 | $47,203 | $183,519-74.3% | $155,509-69.6% | $145,922-67.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.05% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,633 | $5,313-69.3% | $4,672-65.1% | $4,660-65.0% |
| Participant deferral / active EE | $9,825 | $6,462+52.0% | $5,626+74.6% | $6,688+46.9% |
| Admin fee / account holder | $2,047 | $19,313-89.4% | $15,912-87.1% | $13,397-84.7% |