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 4-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 | $118,896 | $97,125+22.4% | $86,233+37.9% | $137,256-13.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 20.84% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,310 | $2,841-18.7% | $2,504-7.8% | $4,156-44.4% |
| Participant deferral / active EE | $11,408 | $5,180+120.3% | $4,559+150.2% | $6,407+78.1% |
| Admin fee / account holder | $1,397 | $9,725-85.6% | $8,342-83.3% | $12,270-88.6% |