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 | $21,920 | $172,111-87.3% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 30.82% | 69.37%-38.6pp | 62.79%-32.0pp | 220.34%-189.5pp |
| Employer contribution / active EE | $2,294 | $4,636-50.5% | $4,154-44.8% | $4,156-44.8% |
| Participant deferral / active EE | $6,879 | $6,166+11.6% | $5,453+26.2% | $6,407+7.4% |
| Admin fee / account holder | $1,196 | $16,471-92.7% | $14,116-91.5% | $12,270-90.3% |