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 | $15,360 | $172,111-91.1% | $150,298-89.8% | $137,256-88.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 21.76% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,230 | $4,636-51.9% | $4,154-46.3% | $4,156-46.3% |
| Participant deferral / active EE | $5,484 | $6,166-11.1% | $5,453+0.6% | $6,407-14.4% |
| Admin fee / account holder | $990 | $16,471-94.0% | $14,116-93.0% | $12,270-91.9% |