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 | $25,463 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 35.95% | 74.59%-38.6pp | 66.58%-30.6pp | 220.34%-184.4pp |
| Employer contribution / active EE | $6,180 | $4,804+28.6% | $4,554+35.7% | $4,156+48.7% |
| Participant deferral / active EE | $8,876 | $8,216+8.0% | $7,897+12.4% | $6,407+38.5% |
| Admin fee / account holder | $1,200 | $14,344-91.6% | $13,129-90.9% | $12,270-90.2% |