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 | $25,192 | $183,519-86.3% | $155,509-83.8% | $145,922-82.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.83% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,262 | $5,313-57.4% | $4,672-51.6% | $4,660-51.4% |
| Participant deferral / active EE | $4,030 | $6,462-37.6% | $5,626-28.4% | $6,688-39.7% |
| Admin fee / account holder | $627 | $19,313-96.8% | $15,912-96.1% | $13,397-95.3% |