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 | $38,087 | $106,749-64.3% | $145,433-73.8% | $82,448-53.8% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 20.98% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $3,155 | $3,444-8.4% | $4,554-30.7% | $2,551+23.7% |
| Participant deferral / active EE | $8,486 | $6,519+30.2% | $7,897+7.4% | $4,139+105.0% |
| Admin fee / account holder | $762 | $8,390-90.9% | $13,129-94.2% | $7,234-89.5% |