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 | $34,099 | $201,272-83.1% | $184,203-81.5% | $145,922-76.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.20% | 29.00%-6.8pp | 28.81%-6.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $5,042 | $7,022-28.2% | $6,427-21.6% | $4,660+8.2% |
| Participant deferral / active EE | $9,005 | $9,806-8.2% | $9,131-1.4% | $6,688+34.6% |
| Admin fee / account holder | $2,815 | $16,364-82.8% | $13,901-79.8% | $13,397-79.0% |