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 | $172,111-88.9% | $150,298-87.3% | $137,256-86.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.84% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,402 | $4,636-69.8% | $4,154-66.2% | $4,156-66.3% |
| Participant deferral / active EE | $4,097 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $341 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |