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 | $31,199 | $172,111-81.9% | $150,298-79.2% | $137,256-77.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 21.23% | 69.37%-48.1pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,708 | $4,636-63.2% | $4,154-58.9% | $4,156-58.9% |
| Participant deferral / active EE | $7,993 | $6,166+29.6% | $5,453+46.6% | $6,407+24.8% |
| Admin fee / account holder | $1,179 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |