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 | $73,215 | $209,336-65.0% | $197,124-62.9% | $137,256-46.7% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 24.46% | 48.09%-23.6pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,800 | $6,591-57.5% | $6,227-55.0% | $4,156-32.6% |
| Participant deferral / active EE | $6,284 | $9,614-34.6% | $9,135-31.2% | $6,407-1.9% |
| Admin fee / account holder | $616 | $17,308-96.4% | $16,298-96.2% | $12,270-95.0% |