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 6-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 | $25,026 | $111,535-77.6% | $105,223-76.2% | $137,256-81.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,924 | $3,939-25.8% | $3,689-20.7% | $4,156-29.6% |
| Participant deferral / active EE | $4,178 | $5,500-24.0% | $5,072-17.6% | $6,407-34.8% |
| Admin fee / account holder | $11,319 | $9,721+16.4% | $8,859+27.8% | $12,270-7.8% |