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 | $37,078 | $201,272-81.6% | $184,203-79.9% | $145,922-74.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 19.08% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,139 | $7,022-55.3% | $6,427-51.2% | $4,660-32.6% |
| Participant deferral / active EE | $7,411 | $9,806-24.4% | $9,131-18.8% | $6,688+10.8% |
| Admin fee / account holder | $386 | $16,364-97.6% | $13,901-97.2% | $13,397-97.1% |