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 | $24,383 | $80,673-69.8% | $101,326-75.9% | $84,808-71.2% |
| Participation rate | 91.2% | 77.8%+13.4pp | 81.5%+9.7pp | 68.3%+22.9pp |
| Annual return | 34.27% | 38.95%-4.7pp | 36.82%-2.5pp | 40.90%-6.6pp |
| Employer contribution / active EE | $2,017 | $2,698-25.3% | $3,665-45.0% | $2,631-23.4% |
| Participant deferral / active EE | $4,565 | $6,840-33.3% | $7,994-42.9% | $4,212+8.4% |
| Admin fee / account holder | $471 | $12,784-96.3% | $11,185-95.8% | $7,344-93.6% |