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 | $21,401 | $117,983-81.9% | $101,794-79.0% | $142,382-85.0% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 19.85% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,446 | $2,773-11.8% | $2,289+6.9% | $4,299-43.1% |
| Participant deferral / active EE | $3,912 | $4,714-17.0% | $4,084-4.2% | $6,507-39.9% |
| Admin fee / account holder | $671 | $10,433-93.6% | $8,777-92.4% | $12,624-94.7% |