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 | $58,026 | $163,101-64.4% | $136,749-57.6% | $142,382-59.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.94% | 27.54%-6.6pp | 24.33%-3.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $945 | $4,117-77.1% | $3,400-72.2% | $4,299-78.0% |
| Participant deferral / active EE | $8,743 | $5,585+56.6% | $4,692+86.3% | $6,507+34.4% |
| Admin fee / account holder | $775 | $14,318-94.6% | $11,386-93.2% | $12,624-93.9% |