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 | $8,155 | $54,705-85.1% | $71,209-88.5% | $84,808-90.4% |
| Participation rate | 78.4% | 64.1%+14.3pp | 73.8%+4.6pp | 68.3%+10.1pp |
| Annual return | 202.43% | 35.90%+166.5pp | 282.51%-80.1pp | 40.90%+161.5pp |
| Employer contribution / active EE | $2,323 | $2,158+7.6% | $2,721-14.6% | $2,631-11.7% |
| Participant deferral / active EE | $3,913 | $3,030+29.1% | $4,175-6.3% | $4,212-7.1% |
| Admin fee / account holder | $457 | $4,863-90.6% | $5,349-91.5% | $7,344-93.8% |