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 | $25,730 | $100,773-74.5% | $88,946-71.1% | $142,382-81.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 24.29% | 70.18%-45.9pp | 57.82%-33.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,855 | $2,918-2.1% | $2,555+11.7% | $4,299-33.6% |
| Participant deferral / active EE | $5,200 | $5,230-0.6% | $4,581+13.5% | $6,507-20.1% |
| Admin fee / account holder | $537 | $9,693-94.5% | $8,261-93.5% | $12,624-95.7% |