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 | $29,197 | $111,535-73.8% | $105,223-72.3% | $137,256-78.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 21.43% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,469 | $3,939-11.9% | $3,689-6.0% | $4,156-16.5% |
| Participant deferral / active EE | $6,456 | $5,500+17.4% | $5,072+27.3% | $6,407+0.8% |
| Admin fee / account holder | $930 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |