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 | $13,312 | $85,022-84.3% | $70,515-81.1% | $139,434-90.5% |
| Participation rate | 91.3% | 73.9%+17.4pp | 68.3%+23.0pp | 80.3%+11.0pp |
| Annual return | 95.67% | 30.38%+65.3pp | 32.77%+62.9pp | 372.94%-277.3pp |
| Employer contribution / active EE | $3,518 | $3,909-10.0% | $2,973+18.3% | $4,751-26.0% |
| Participant deferral / active EE | $6,160 | $5,890+4.6% | $4,567+34.9% | $6,710-8.2% |
| Admin fee / account holder | $1,053 | $8,906-88.2% | $6,412-83.6% | $11,403-90.8% |