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 6-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 | $41,596 | $201,272-79.3% | $184,203-77.4% | $145,922-71.5% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 12.43% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,539 | $7,022-63.8% | $6,427-60.5% | $4,660-45.5% |
| Participant deferral / active EE | $6,706 | $9,806-31.6% | $9,131-26.6% | $6,688+0.3% |
| Admin fee / account holder | $5,333 | $16,364-67.4% | $13,901-61.6% | $13,397-60.2% |