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 | $33,905 | $100,970-66.4% | $96,576-64.9% | $137,256-75.3% |
| Participation rate | 94.4% | 82.6%+11.8pp | 81.4%+13.0pp | 80.0%+14.5pp |
| Annual return | 21.88% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,124 | $3,809+8.3% | $3,553+16.1% | $4,156-0.8% |
| Participant deferral / active EE | $9,799 | $8,286+18.3% | $7,956+23.2% | $6,407+52.9% |
| Admin fee / account holder | $560 | $11,312-95.1% | $11,381-95.1% | $12,270-95.4% |