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 | $18,900 | $172,111-89.0% | $150,298-87.4% | $137,256-86.2% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 26.58% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,207 | $4,636-52.4% | $4,154-46.9% | $4,156-46.9% |
| Participant deferral / active EE | $7,054 | $6,166+14.4% | $5,453+29.4% | $6,407+10.1% |
| Admin fee / account holder | $423 | $16,471-97.4% | $14,116-97.0% | $12,270-96.6% |