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 | $23,795 | $165,984-85.7% | $164,813-85.6% | $145,922-83.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 27.42% | 100.03%-72.6pp | 69.93%-42.5pp | 561.29%-533.9pp |
| Employer contribution / active EE | $6,022 | $5,273+14.2% | $4,341+38.7% | $4,660+29.2% |
| Participant deferral / active EE | $7,046 | $6,959+1.3% | $6,031+16.8% | $6,688+5.4% |
| Admin fee / account holder | $6,680 | $16,648-59.9% | $12,690-47.4% | $13,397-50.1% |