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 | $15,690 | $114,381-86.3% | $107,525-85.4% | $142,382-89.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 84.49% | 242.71%-158.2pp | 181.32%-96.8pp | 217.08%-132.6pp |
| Employer contribution / active EE | $2,081 | $4,015-48.2% | $3,754-44.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,747 | $5,564-32.7% | $5,116-26.8% | $6,507-42.4% |
| Admin fee / account holder | $333 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |