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 | $33,909 | $201,272-83.2% | $184,203-81.6% | $145,922-76.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 20.47% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,420 | $7,022-65.5% | $6,427-62.3% | $4,660-48.1% |
| Participant deferral / active EE | $7,332 | $9,806-25.2% | $9,131-19.7% | $6,688+9.6% |
| Admin fee / account holder | $1,217 | $16,364-92.6% | $13,901-91.2% | $13,397-90.9% |