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 | $25,696 | $93,571-72.5% | $135,903-81.1% | $75,163-65.8% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 22.93% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $2,656 | $3,537-24.9% | $4,856-45.3% | $2,670-0.5% |
| Participant deferral / active EE | $6,257 | $6,404-2.3% | $7,758-19.4% | $4,125+51.7% |
| Admin fee / account holder | $2,173 | $6,975-68.8% | $10,762-79.8% | $5,651-61.5% |