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 | $23,217 | $114,381-79.7% | $107,525-78.4% | $142,382-83.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.01% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,355 | $4,015-66.2% | $3,754-63.9% | $4,299-68.5% |
| Participant deferral / active EE | $8,729 | $5,564+56.9% | $5,116+70.6% | $6,507+34.1% |
| Admin fee / account holder | $838 | $9,860-91.5% | $8,919-90.6% | $12,624-93.4% |