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 | $22,667 | $172,111-86.8% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 25.20% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,724 | $4,636-62.8% | $4,154-58.5% | $4,156-58.5% |
| Participant deferral / active EE | $4,873 | $6,166-21.0% | $5,453-10.6% | $6,407-23.9% |
| Admin fee / account holder | $1,413 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |