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 | $18,500 | $100,773-81.6% | $88,946-79.2% | $142,382-87.0% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 32.83% | 70.18%-37.3pp | 57.82%-25.0pp | 217.08%-184.2pp |
| Employer contribution / active EE | $1,834 | $2,918-37.2% | $2,555-28.2% | $4,299-57.3% |
| Participant deferral / active EE | $6,622 | $5,230+26.6% | $4,581+44.6% | $6,507+1.8% |
| Admin fee / account holder | $470 | $9,693-95.1% | $8,261-94.3% | $12,624-96.3% |