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 | $23,217 | $111,754-79.2% | $103,333-77.5% | $145,922-84.1% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 22.18% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,327 | $4,212-44.8% | $3,868-39.8% | $4,660-50.1% |
| Participant deferral / active EE | $5,519 | $5,619-1.8% | $5,057+9.1% | $6,688-17.5% |
| Admin fee / account holder | $1,068 | $9,750-89.0% | $8,355-87.2% | $13,397-92.0% |