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 | $29,708 | $178,174-83.3% | $156,181-81.0% | $137,256-78.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 24.04% | 84.19%-60.1pp | 64.87%-40.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $4,544 | $4,972-8.6% | $4,294+5.8% | $4,156+9.3% |
| Participant deferral / active EE | $6,911 | $6,888+0.3% | $6,132+12.7% | $6,407+7.9% |
| Admin fee / account holder | $512 | $17,404-97.1% | $14,586-96.5% | $12,270-95.8% |