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 | $21,157 | $108,919-80.6% | $100,391-78.9% | $145,922-85.5% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 17.20% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,954 | $4,419-55.8% | $3,942-50.4% | $4,660-58.1% |
| Participant deferral / active EE | $8,862 | $8,445+4.9% | $8,082+9.7% | $6,688+32.5% |
| Admin fee / account holder | $1,942 | $9,689-80.0% | $7,899-75.4% | $13,397-85.5% |