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 | $30,801 | $183,519-83.2% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 27.73% | 61.17%-33.4pp | 64.67%-36.9pp | 561.29%-533.6pp |
| Employer contribution / active EE | $4,286 | $5,313-19.3% | $4,672-8.3% | $4,660-8.0% |
| Participant deferral / active EE | $4,951 | $6,462-23.4% | $5,626-12.0% | $6,688-26.0% |
| Admin fee / account holder | $431 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |