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 6-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 | $36,785 | $177,572-79.3% | $154,803-76.2% | $142,382-74.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.25% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,685 | $4,810-23.4% | $4,305-14.4% | $4,299-14.3% |
| Participant deferral / active EE | $10,697 | $6,272+70.6% | $5,540+93.1% | $6,507+64.4% |
| Admin fee / account holder | $665 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |