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 | $18,918 | $112,729-83.2% | $98,716-80.8% | $137,256-86.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 20.99% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,653 | $2,725-2.7% | $2,279+16.4% | $4,156-36.2% |
| Participant deferral / active EE | $4,759 | $4,640+2.6% | $4,048+17.6% | $6,407-25.7% |
| Admin fee / account holder | $429 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |