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 | $36,148 | $100,773-64.1% | $88,946-59.4% | $142,382-74.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 21.36% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,292 | $2,918+12.8% | $2,555+28.8% | $4,299-23.4% |
| Participant deferral / active EE | $7,385 | $5,230+41.2% | $4,581+61.2% | $6,507+13.5% |
| Admin fee / account holder | $1,329 | $9,693-86.3% | $8,261-83.9% | $12,624-89.5% |