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 | $45,943 | $201,272-77.2% | $184,203-75.1% | $145,922-68.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 18.73% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,219 | $7,022-11.4% | $6,427-3.2% | $4,660+33.5% |
| Participant deferral / active EE | $10,387 | $9,806+5.9% | $9,131+13.8% | $6,688+55.3% |
| Admin fee / account holder | $538 | $16,364-96.7% | $13,901-96.1% | $13,397-96.0% |