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 6-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 | $24,552 | $183,519-86.6% | $155,509-84.2% | $145,922-83.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 15.80% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,511 | $5,313-71.6% | $4,672-67.7% | $4,660-67.6% |
| Participant deferral / active EE | $3,731 | $6,462-42.3% | $5,626-33.7% | $6,688-44.2% |
| Admin fee / account holder | $662 | $19,313-96.6% | $15,912-95.8% | $13,397-95.1% |