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 | $35,008 | $214,378-83.7% | $200,582-82.5% | $142,382-75.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.21% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,389 | $6,841-65.1% | $6,419-62.8% | $4,299-44.4% |
| Participant deferral / active EE | $6,020 | $9,865-39.0% | $9,331-35.5% | $6,507-7.5% |
| Admin fee / account holder | $595 | $17,692-96.6% | $16,305-96.4% | $12,624-95.3% |