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 | $25,289 | $114,381-77.9% | $107,525-76.5% | $142,382-82.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 14.94% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,735 | $4,015-56.8% | $3,754-53.8% | $4,299-59.6% |
| Participant deferral / active EE | $3,240 | $5,564-41.8% | $5,116-36.7% | $6,507-50.2% |
| Admin fee / account holder | $10,143 | $9,860+2.9% | $8,919+13.7% | $12,624-19.7% |