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 | $55,399 | $214,378-74.2% | $200,582-72.4% | $142,382-61.1% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 21.18% | 46.41%-25.2pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,171 | $6,841-53.6% | $6,419-50.6% | $4,299-26.2% |
| Participant deferral / active EE | $5,510 | $9,865-44.1% | $9,331-40.9% | $6,507-15.3% |
| Admin fee / account holder | $720 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |