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 6-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 | $50,095 | $114,381-56.2% | $107,525-53.4% | $142,382-64.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 22.37% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,670 | $4,015-58.4% | $3,754-55.5% | $4,299-61.1% |
| Participant deferral / active EE | $6,358 | $5,564+14.3% | $5,116+24.3% | $6,507-2.3% |
| Admin fee / account holder | $2,654 | $9,860-73.1% | $8,919-70.2% | $12,624-79.0% |