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 | $22,868 | $117,859-80.6% | $102,438-77.7% | $145,959-84.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 8.91% | 31.72%-22.8pp | 29.37%-20.5pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,261 | $3,615-65.1% | $3,024-58.3% | $4,661-72.9% |
| Participant deferral / active EE | $3,329 | $5,732-41.9% | $5,054-34.1% | $6,689-50.2% |
| Admin fee / account holder | $12,164 | $13,318-8.7% | $9,448+28.8% | $13,398-9.2% |