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 5-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 | $19,177 | $61,605-68.9% | $112,229-82.9% | $75,163-74.5% |
| Participation rate | 81.8% | 61.7%+20.1pp | 72.4%+9.4pp | 67.2%+14.6pp |
| Annual return | 15.81% | 28.47%-12.7pp | 30.20%-14.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,935 | $2,015+244.1% | $3,430+102.2% | $2,670+159.8% |
| Participant deferral / active EE | $1,766 | $3,108-43.2% | $4,798-63.2% | $4,125-57.2% |
| Admin fee / account holder | $6,640 | $4,862+36.6% | $7,748-14.3% | $5,651+17.5% |