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 | $19,793 | $133,922-85.2% | $116,228-83.0% | $142,382-86.1% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 21.35% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,361 | $3,446-31.5% | $2,994-21.2% | $4,299-45.1% |
| Participant deferral / active EE | $4,996 | $5,672-11.9% | $4,953+0.9% | $6,507-23.2% |
| Admin fee / account holder | $1,111 | $14,945-92.6% | $11,989-90.7% | $12,624-91.2% |