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 | $124,425-80.2% | $112,040-78.0% | $137,256-82.0% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 27.60% | 24.72%+2.9pp | 24.52%+3.1pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,624 | $3,411+35.6% | $2,954+56.5% | $4,156+11.3% |
| Participant deferral / active EE | $11,118 | $5,718+94.4% | $5,098+118.1% | $6,407+73.5% |
| Admin fee / account holder | $1,231 | $15,207-91.9% | $12,098-89.8% | $12,270-90.0% |