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 | $18,493 | $104,974-82.4% | $95,585-80.7% | $142,382-87.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 21.26% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,898 | $2,779+4.3% | $2,527+14.7% | $4,299-32.6% |
| Participant deferral / active EE | $5,689 | $4,352+30.7% | $4,023+41.4% | $6,507-12.6% |
| Admin fee / account holder | $362 | $6,386-94.3% | $6,127-94.1% | $12,624-97.1% |