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 | $20,144 | $106,515-81.1% | $96,683-79.2% | $139,434-85.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.15% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,149 | $4,103-72.0% | $3,737-69.3% | $4,751-75.8% |
| Participant deferral / active EE | $5,543 | $5,454+1.6% | $4,878+13.6% | $6,710-17.4% |
| Admin fee / account holder | $354 | $7,877-95.5% | $6,730-94.7% | $11,403-96.9% |