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 | $95,646 | $214,378-55.4% | $200,582-52.3% | $142,382-32.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 36.77% | 46.41%-9.6pp | 42.33%-5.6pp | 217.08%-180.3pp |
| Employer contribution / active EE | $5,146 | $6,841-24.8% | $6,419-19.8% | $4,299+19.7% |
| Participant deferral / active EE | $10,790 | $9,865+9.4% | $9,331+15.6% | $6,507+65.8% |
| Admin fee / account holder | $4,807 | $17,692-72.8% | $16,305-70.5% | $12,624-61.9% |