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 | $10,250 | $95,266-89.2% | $82,389-87.6% | $142,382-92.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 19.57% | 25.74%-6.2pp | 28.67%-9.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,473 | $2,991-50.7% | $2,517-41.5% | $4,299-65.7% |
| Participant deferral / active EE | $3,293 | $4,809-31.5% | $4,155-20.7% | $6,507-49.4% |
| Admin fee / account holder | $508 | $8,563-94.1% | $7,231-93.0% | $12,624-96.0% |