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 | $19,641 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 26.52% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,293 | $4,804-52.3% | $4,554-49.7% | $4,156-44.8% |
| Participant deferral / active EE | $8,001 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $412 | $14,344-97.1% | $13,129-96.9% | $12,270-96.6% |