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 6-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 | $26,625 | $172,111-84.5% | $150,298-82.3% | $137,256-80.6% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 20.66% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,840 | $4,636-38.7% | $4,154-31.6% | $4,156-31.7% |
| Participant deferral / active EE | $7,274 | $6,166+18.0% | $5,453+33.4% | $6,407+13.5% |
| Admin fee / account holder | $515 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |