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 | $23,119 | $117,983-80.4% | $101,794-77.3% | $142,382-83.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 25.78% | 36.92%-11.1pp | 30.53%-4.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,973 | $2,773+43.3% | $2,289+73.6% | $4,299-7.6% |
| Participant deferral / active EE | $4,921 | $4,714+4.4% | $4,084+20.5% | $6,507-24.4% |
| Admin fee / account holder | $2,007 | $10,433-80.8% | $8,777-77.1% | $12,624-84.1% |