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 | $31,921 | $159,602-80.0% | $150,045-78.7% | $142,382-77.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 19.79% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,593 | $4,961-27.6% | $4,693-23.4% | $4,299-16.4% |
| Participant deferral / active EE | $6,506 | $8,310-21.7% | $7,997-18.6% | $6,5070% |
| Admin fee / account holder | $1,033 | $14,846-93.0% | $13,435-92.3% | $12,624-91.8% |