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 | $19,057 | $172,111-88.9% | $150,298-87.3% | $137,256-86.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.25% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,268 | $4,636-51.1% | $4,154-45.4% | $4,156-45.4% |
| Participant deferral / active EE | $5,927 | $6,166-3.9% | $5,453+8.7% | $6,407-7.5% |
| Admin fee / account holder | $1,072 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |