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 | $48,247 | $172,111-72.0% | $150,298-67.9% | $137,256-64.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 28.94% | 69.37%-40.4pp | 62.79%-33.8pp | 220.34%-191.4pp |
| Employer contribution / active EE | $5,202 | $4,636+12.2% | $4,154+25.2% | $4,156+25.2% |
| Participant deferral / active EE | $8,777 | $6,166+42.3% | $5,453+61.0% | $6,407+37.0% |
| Admin fee / account holder | $504 | $16,471-96.9% | $14,116-96.4% | $12,270-95.9% |