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 | $20,474 | $108,919-81.2% | $100,391-79.6% | $145,922-86.0% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 13.58% | 57.88%-44.3pp | 49.20%-35.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,983 | $4,419+35.4% | $3,942+51.8% | $4,660+28.4% |
| Participant deferral / active EE | $7,637 | $8,445-9.6% | $8,082-5.5% | $6,688+14.2% |
| Admin fee / account holder | $10,796 | $9,689+11.4% | $7,899+36.7% | $13,397-19.4% |