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 | $69,784 | $177,572-60.7% | $154,803-54.9% | $142,382-51.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.45% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,710 | $4,810+60.3% | $4,305+79.1% | $4,299+79.3% |
| Participant deferral / active EE | $3,882 | $6,272-38.1% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $376 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |