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 5-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 | $27,991 | $159,602-82.5% | $150,045-81.3% | $142,382-80.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 19.51% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,329 | $4,961-53.1% | $4,693-50.4% | $4,299-45.8% |
| Participant deferral / active EE | $4,113 | $8,310-50.5% | $7,997-48.6% | $6,507-36.8% |
| Admin fee / account holder | $407 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |