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 | $29,171 | $177,572-83.6% | $154,803-81.2% | $142,382-79.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 24.25% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $7,397 | $4,810+53.8% | $4,305+71.8% | $4,299+72.0% |
| Participant deferral / active EE | $7,786 | $6,272+24.1% | $5,540+40.5% | $6,507+19.7% |
| Admin fee / account holder | $1,857 | $16,786-88.9% | $14,329-87.0% | $12,624-85.3% |