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 3-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 | $28,106 | $100,970-72.2% | $96,576-70.9% | $137,256-79.5% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 24.28% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.1pp |
| Employer contribution / active EE | $3,399 | $3,809-10.8% | $3,553-4.3% | $4,156-18.2% |
| Participant deferral / active EE | $7,250 | $8,286-12.5% | $7,956-8.9% | $6,407+13.2% |
| Admin fee / account holder | $7,154 | $11,312-36.8% | $11,381-37.1% | $12,270-41.7% |