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 | $20,205 | $172,111-88.3% | $150,298-86.6% | $137,256-85.3% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 20.11% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,531 | $4,636-67.0% | $4,154-63.1% | $4,156-63.2% |
| Participant deferral / active EE | $4,364 | $6,166-29.2% | $5,453-20.0% | $6,407-31.9% |
| Admin fee / account holder | $3,701 | $16,471-77.5% | $14,116-73.8% | $12,270-69.8% |