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 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 35.95% | 70.24%-34.3pp | 62.55%-26.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $6,180 | $4,961+24.6% | $4,693+31.7% | $4,299+43.8% |
| Participant deferral / active EE | $8,876 | $8,310+6.8% | $7,997+11.0% | $6,507+36.4% |
| Admin fee / account holder | $1,200 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |