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 | $42,502 | $210,648-79.8% | $177,989-76.1% | $145,922-70.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 16.74% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $7,216 | $4,565+58.1% | $3,949+82.8% | $4,660+54.9% |
| Participant deferral / active EE | $15,469 | $6,958+122.3% | $6,276+146.5% | $6,688+131.3% |
| Admin fee / account holder | $3,235 | $12,013-73.1% | $10,363-68.8% | $13,397-75.9% |