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 | $17,846 | $117,983-84.9% | $101,794-82.5% | $142,382-87.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 21.21% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,912 | $2,773+5.0% | $2,289+27.2% | $4,299-32.3% |
| Participant deferral / active EE | $6,213 | $4,714+31.8% | $4,084+52.1% | $6,507-4.5% |
| Admin fee / account holder | $4,297 | $10,433-58.8% | $8,777-51.0% | $12,624-66.0% |