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 | $40,850 | $172,111-76.3% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 26.54% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,434 | $4,636-47.5% | $4,154-41.4% | $4,156-41.4% |
| Participant deferral / active EE | $8,916 | $6,166+44.6% | $5,453+63.5% | $6,407+39.2% |
| Admin fee / account holder | $313 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |