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 4-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 | $33,682 | $238,490-85.9% | $180,183-81.3% | $142,382-76.3% |
| Participation rate | 90.5% | 82.3%+8.2pp | 77.4%+13.0pp | 80.1%+10.4pp |
| Annual return | 17.01% | 33.56%-16.6pp | 27.86%-10.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,140 | $6,143+16.2% | $5,039+41.7% | $4,299+66.1% |
| Participant deferral / active EE | $6,175 | $7,996-22.8% | $6,822-9.5% | $6,507-5.1% |
| Admin fee / account holder | $3,843 | $28,866-86.7% | $19,975-80.8% | $12,624-69.6% |