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 4-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 | $13,999 | $100,773-86.1% | $88,946-84.3% | $142,382-90.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 16.46% | 70.18%-53.7pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $823 | $2,918-71.8% | $2,555-67.8% | $4,299-80.8% |
| Participant deferral / active EE | $1,456 | $5,230-72.2% | $4,581-68.2% | $6,507-77.6% |
| Admin fee / account holder | $618 | $9,693-93.6% | $8,261-92.5% | $12,624-95.1% |