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 5-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 | $24,845 | $172,111-85.6% | $150,298-83.5% | $137,256-81.9% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $855 | $4,636-81.6% | $4,154-79.4% | $4,156-79.4% |
| Participant deferral / active EE | $10,263 | $6,166+66.5% | $5,453+88.2% | $6,407+60.2% |
| Admin fee / account holder | $30,421 | $16,471+84.7% | $14,116+115.5% | $12,270+147.9% |