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 4-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 | $31,665 | $117,983-73.2% | $101,794-68.9% | $142,382-77.8% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 19.04% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,795 | $2,773-35.3% | $2,289-21.6% | $4,299-58.3% |
| Participant deferral / active EE | $5,269 | $4,714+11.8% | $4,084+29.0% | $6,507-19.0% |
| Admin fee / account holder | $1,060 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |