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 | $54,278 | $214,378-74.7% | $200,582-72.9% | $142,382-61.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 27.64% | 46.41%-18.8pp | 42.33%-14.7pp | 217.08%-189.4pp |
| Employer contribution / active EE | $8,769 | $6,841+28.2% | $6,419+36.6% | $4,299+104.0% |
| Participant deferral / active EE | $15,623 | $9,865+58.4% | $9,331+67.4% | $6,507+140.1% |
| Admin fee / account holder | $10,083 | $17,692-43.0% | $16,305-38.2% | $12,624-20.1% |