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 | $30,869 | $185,822-83.4% | $169,993-81.8% | $139,434-77.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 22.94% | 60.50%-37.6pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,245 | $7,590-70.4% | $6,785-66.9% | $4,751-52.8% |
| Participant deferral / active EE | $4,616 | $11,622-60.3% | $10,408-55.6% | $6,710-31.2% |
| Admin fee / account holder | $3,944 | $15,381-74.4% | $12,815-69.2% | $11,403-65.4% |