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 | $25,831 | $106,515-75.7% | $96,683-73.3% | $139,434-81.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 19.41% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,879 | $4,103-5.5% | $3,737+3.8% | $4,751-18.4% |
| Participant deferral / active EE | $8,364 | $5,454+53.4% | $4,878+71.5% | $6,710+24.6% |
| Admin fee / account holder | $369 | $7,877-95.3% | $6,730-94.5% | $11,403-96.8% |