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 4-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 | $27,290 | $108,919-74.9% | $100,391-72.8% | $145,922-81.3% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.30% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $10,154 | $4,419+129.8% | $3,942+157.6% | $4,660+117.9% |
| Participant deferral / active EE | $14,226 | $8,445+68.5% | $8,082+76.0% | $6,688+112.7% |
| Admin fee / account holder | $6,136 | $9,689-36.7% | $7,899-22.3% | $13,397-54.2% |