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 | $45,345 | $183,592-75.3% | $155,567-70.9% | $145,959-68.9% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 13.55% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,249 | $5,315-76.5% | $4,674-73.3% | $4,661-73.2% |
| Participant deferral / active EE | $5,870 | $6,464-9.2% | $5,628+4.3% | $6,689-12.2% |
| Admin fee / account holder | $305 | $19,318-98.4% | $15,916-98.1% | $13,398-97.7% |