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 6-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 | $22,430 | $154,117-85.4% | $129,995-82.7% | $139,434-83.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 20.19% | 32.48%-12.3pp | -137.18%+157.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,241 | $5,289-76.5% | $4,320-71.3% | $4,751-73.9% |
| Participant deferral / active EE | $2,832 | $6,710-57.8% | $5,820-51.3% | $6,710-57.8% |
| Admin fee / account holder | $350 | $14,007-97.5% | $10,614-96.7% | $11,403-96.9% |