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 | $18,103 | $105,126-82.8% | $94,646-80.9% | $139,434-87.0% |
| Participation rate | 94.4% | 82.4%+12.1pp | 80.8%+13.6pp | 80.3%+14.1pp |
| Annual return | 26.80% | 38.03%-11.2pp | 156.71%-129.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,687 | $4,106-34.6% | $3,672-26.8% | $4,751-43.4% |
| Participant deferral / active EE | $7,616 | $7,599+0.2% | $7,418+2.7% | $6,710+13.5% |
| Admin fee / account holder | $495 | $8,984-94.5% | $7,231-93.2% | $11,403-95.7% |