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 | $24,817 | $179,726-86.2% | $156,263-84.1% | $142,382-82.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 26.53% | 77.86%-51.3pp | 59.47%-32.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,289 | $5,069-54.9% | $4,333-47.2% | $4,299-46.8% |
| Participant deferral / active EE | $6,849 | $6,956-1.5% | $6,158+11.2% | $6,507+5.2% |
| Admin fee / account holder | $368 | $17,272-97.9% | $14,255-97.4% | $12,624-97.1% |