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 | $29,643 | $114,381-74.1% | $107,525-72.4% | $142,382-79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 126.40% | 242.71%-116.3pp | 181.32%-54.9pp | 217.08%-90.7pp |
| Employer contribution / active EE | $2,187 | $4,015-45.5% | $3,754-41.7% | $4,299-49.1% |
| Participant deferral / active EE | $5,550 | $5,564-0.3% | $5,116+8.5% | $6,507-14.7% |
| Admin fee / account holder | $940 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |