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 | $25,377 | $172,111-85.3% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 24.57% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,909 | $4,636-15.7% | $4,154-5.9% | $4,156-6.0% |
| Participant deferral / active EE | $10,336 | $6,166+67.6% | $5,453+89.6% | $6,407+61.3% |
| Admin fee / account holder | $325 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |