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 | $5,527 | $95,266-94.2% | $82,389-93.3% | $142,382-96.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 23.50% | 25.74%-2.2pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,172 | $2,991-60.8% | $2,517-53.4% | $4,299-72.7% |
| Participant deferral / active EE | $1,847 | $4,809-61.6% | $4,155-55.5% | $6,507-71.6% |
| Admin fee / account holder | $899 | $8,563-89.5% | $7,231-87.6% | $12,624-92.9% |