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 | $55,229 | $148,534-62.8% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.05% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,613 | $5,243-50.2% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $10,175 | $8,100+25.6% | $7,758+31.2% | $6,710+51.6% |
| Admin fee / account holder | $511 | $12,400-95.9% | $10,762-95.2% | $11,403-95.5% |