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 | $36,654 | $114,381-68.0% | $107,525-65.9% | $142,382-74.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.79% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,481 | $4,015-38.2% | $3,754-33.9% | $4,299-42.3% |
| Participant deferral / active EE | $7,279 | $5,564+30.8% | $5,116+42.3% | $6,507+11.9% |
| Admin fee / account holder | $1,280 | $9,860-87.0% | $8,919-85.7% | $12,624-89.9% |