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 | $39,436 | $114,381-65.5% | $107,525-63.3% | $142,382-72.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.35% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,633 | $4,015-34.4% | $3,754-29.9% | $4,299-38.8% |
| Participant deferral / active EE | $3,448 | $5,564-38.0% | $5,116-32.6% | $6,507-47.0% |
| Admin fee / account holder | $588 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |