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 | $61,702 | $100,773-38.8% | $88,946-30.6% | $142,382-56.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 22.74% | 70.18%-47.4pp | 57.82%-35.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,511 | $2,918-13.9% | $2,555-1.7% | $4,299-41.6% |
| Participant deferral / active EE | $13,565 | $5,230+159.4% | $4,581+196.1% | $6,507+108.5% |
| Admin fee / account holder | $366 | $9,693-96.2% | $8,261-95.6% | $12,624-97.1% |