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 | $20,133 | $154,228-86.9% | $145,433-86.2% | $137,256-85.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 26.40% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $3,121 | $4,804-35.0% | $4,554-31.5% | $4,156-24.9% |
| Participant deferral / active EE | $9,921 | $8,216+20.7% | $7,897+25.6% | $6,407+54.8% |
| Admin fee / account holder | $5,666 | $14,344-60.5% | $13,129-56.8% | $12,270-53.8% |