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 6-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 | $15,077 | $117,983-87.2% | $101,794-85.2% | $142,382-89.4% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 19.85% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,757 | $2,773-0.6% | $2,289+20.4% | $4,299-35.9% |
| Participant deferral / active EE | $6,478 | $4,714+37.4% | $4,084+58.6% | $6,507-0.5% |
| Admin fee / account holder | $1,369 | $10,433-86.9% | $8,777-84.4% | $12,624-89.2% |