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 | $112,729-81.0% | $98,716-78.3% | $137,256-84.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 19.85% | 38.48%-18.6pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,446 | $2,725-10.2% | $2,279+7.4% | $4,156-41.1% |
| Participant deferral / active EE | $3,912 | $4,640-15.7% | $4,048-3.4% | $6,407-38.9% |
| Admin fee / account holder | $671 | $10,129-93.4% | $8,703-92.3% | $12,270-94.5% |