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 5-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 | $48,839 | $201,259-75.7% | $184,200-73.5% | $145,959-66.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 25.53% | 28.98%-3.4pp | 28.80%-3.3pp | 561.95%-536.4pp |
| Employer contribution / active EE | $2,659 | $7,018-62.1% | $6,424-58.6% | $4,661-43.0% |
| Participant deferral / active EE | $13,924 | $9,806+42.0% | $9,132+52.5% | $6,689+108.2% |
| Admin fee / account holder | $1,158 | $16,372-92.9% | $13,907-91.7% | $13,398-91.4% |