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 4-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 | $25,337 | $183,519-86.2% | $155,509-83.7% | $145,922-82.6% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 11.35% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,643 | $5,313-50.3% | $4,672-43.4% | $4,660-43.3% |
| Participant deferral / active EE | $4,865 | $6,462-24.7% | $5,626-13.5% | $6,688-27.3% |
| Admin fee / account holder | $1,188 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |