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 | $41,865 | $201,272-79.2% | $184,203-77.3% | $145,922-71.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.02% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,707 | $7,022-47.2% | $6,427-42.3% | $4,660-20.5% |
| Participant deferral / active EE | $6,692 | $9,806-31.8% | $9,131-26.7% | $6,688+0.1% |
| Admin fee / account holder | $6,669 | $16,364-59.2% | $13,901-52.0% | $13,397-50.2% |