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 | $27,285 | $117,983-76.9% | $101,794-73.2% | $142,382-80.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 16.35% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,588 | $2,773-6.7% | $2,289+13.1% | $4,299-39.8% |
| Participant deferral / active EE | $3,520 | $4,714-25.3% | $4,084-13.8% | $6,507-45.9% |
| Admin fee / account holder | $1,786 | $10,433-82.9% | $8,777-79.6% | $12,624-85.9% |