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 | $16,803 | $111,724-85.0% | $93,606-82.0% | $145,922-88.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 18.87% | 202.98%-184.1pp | 133.20%-114.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,054 | $3,090-1.2% | $2,420+26.2% | $4,660-34.5% |
| Participant deferral / active EE | $5,784 | $4,912+17.7% | $4,411+31.1% | $6,688-13.5% |
| Admin fee / account holder | $1,210 | $10,250-88.2% | $8,285-85.4% | $13,397-91.0% |