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 | $24,662 | $127,065-80.6% | $113,168-78.2% | $142,382-82.7% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 27.60% | 24.03%+3.6pp | 24.27%+3.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,624 | $3,442+34.3% | $2,975+55.4% | $4,299+7.6% |
| Participant deferral / active EE | $11,118 | $5,716+94.5% | $5,107+117.7% | $6,507+70.8% |
| Admin fee / account holder | $1,231 | $15,736-92.2% | $12,068-89.8% | $12,624-90.2% |