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 | $19,125 | $177,572-89.2% | $154,803-87.6% | $142,382-86.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,402 | $4,810-70.8% | $4,305-67.4% | $4,299-67.4% |
| Participant deferral / active EE | $4,097 | $6,272-34.7% | $5,540-26.1% | $6,507-37.0% |
| Admin fee / account holder | $341 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |