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 5-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 | $23,811 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 27.05% | 242.71%-215.7pp | 181.32%-154.3pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,448 | $4,015+10.8% | $3,754+18.5% | $4,299+3.5% |
| Participant deferral / active EE | $3,642 | $5,564-34.5% | $5,116-28.8% | $6,507-44.0% |
| Admin fee / account holder | $485 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |