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 | $25,518 | $136,179-81.3% | $98,755-74.2% | $167,490-84.8% |
| Participation rate | 75.0% | 70.2%+4.8pp | 65.7%+9.3pp | 82.1%-7.1pp |
| Annual return | 12.72% | 67.53%-54.8pp | 49.91%-37.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $733 | $2,631-72.1% | $2,067-64.5% | $4,837-84.8% |
| Participant deferral / active EE | $2,025 | $3,716-45.5% | $3,035-33.3% | $6,341-68.1% |
| Admin fee / account holder | $5,421 | $5,031+7.7% | $4,076+33.0% | $12,309-56.0% |