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 | $11,578 | $114,381-89.9% | $107,525-89.2% | $142,382-91.9% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 26.45% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,096 | $4,015-47.8% | $3,754-44.2% | $4,299-51.2% |
| Participant deferral / active EE | $4,651 | $5,564-16.4% | $5,116-9.1% | $6,507-28.5% |
| Admin fee / account holder | $1,096 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |