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 | $26,545 | $159,602-83.4% | $150,045-82.3% | $142,382-81.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.77% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $8,125 | $4,961+63.8% | $4,693+73.1% | $4,299+89.0% |
| Participant deferral / active EE | $18,611 | $8,310+124.0% | $7,997+132.7% | $6,507+186.0% |
| Admin fee / account holder | $11,351 | $14,846-23.5% | $13,435-15.5% | $12,624-10.1% |