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 4-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 | $18,539 | $172,111-89.2% | $150,298-87.7% | $137,256-86.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 22.80% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,194 | $4,636-52.7% | $4,154-47.2% | $4,156-47.2% |
| Participant deferral / active EE | $3,833 | $6,166-37.8% | $5,453-29.7% | $6,407-40.2% |
| Admin fee / account holder | $631 | $16,471-96.2% | $14,116-95.5% | $12,270-94.9% |