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 | $32,025 | $165,984-80.7% | $164,813-80.6% | $145,922-78.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.76% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,370 | $5,273-55.1% | $4,341-45.4% | $4,660-49.1% |
| Participant deferral / active EE | $7,470 | $6,959+7.3% | $6,031+23.9% | $6,688+11.7% |
| Admin fee / account holder | $1,116 | $16,648-93.3% | $12,690-91.2% | $13,397-91.7% |