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 | $22,718 | $108,919-79.1% | $100,391-77.4% | $145,922-84.4% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 24.44% | 57.88%-33.4pp | 49.20%-24.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $5,193 | $4,419+17.5% | $3,942+31.7% | $4,660+11.4% |
| Participant deferral / active EE | $13,465 | $8,445+59.4% | $8,082+66.6% | $6,688+101.3% |
| Admin fee / account holder | $2,671 | $9,689-72.4% | $7,899-66.2% | $13,397-80.1% |