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 | $33,609 | $117,983-71.5% | $101,794-67.0% | $142,382-76.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 16.22% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,465 | $2,773-47.2% | $2,289-36.0% | $4,299-65.9% |
| Participant deferral / active EE | $3,136 | $4,714-33.5% | $4,084-23.2% | $6,507-51.8% |
| Admin fee / account holder | $2,728 | $10,433-73.8% | $8,777-68.9% | $12,624-78.4% |