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 | $13,533 | $117,983-88.5% | $101,794-86.7% | $142,382-90.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 33.72% | 36.92%-3.2pp | 30.53%+3.2pp | 217.08%-183.4pp |
| Employer contribution / active EE | $2,414 | $2,773-12.9% | $2,289+5.5% | $4,299-43.9% |
| Participant deferral / active EE | $3,923 | $4,714-16.8% | $4,084-4.0% | $6,507-39.7% |
| Admin fee / account holder | $646 | $10,433-93.8% | $8,777-92.6% | $12,624-94.9% |