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 | $20,841 | $154,228-86.5% | $145,433-85.7% | $137,256-84.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 27.71% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $2,582 | $4,804-46.3% | $4,554-43.3% | $4,156-37.9% |
| Participant deferral / active EE | $9,365 | $8,216+14.0% | $7,897+18.6% | $6,407+46.2% |
| Admin fee / account holder | $1,764 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |