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 | $23,244 | $104,974-77.9% | $95,585-75.7% | $142,382-83.7% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 23.04% | 210.33%-187.3pp | 38.56%-15.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,998 | $2,779-28.1% | $2,527-20.9% | $4,299-53.5% |
| Participant deferral / active EE | $2,544 | $4,352-41.6% | $4,023-36.8% | $6,507-60.9% |
| Admin fee / account holder | $2,949 | $6,386-53.8% | $6,127-51.9% | $12,624-76.6% |