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 | $11,849 | $74,888-84.2% | $71,209-83.4% | $142,382-91.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.1%-7.9pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,418 | $2,854-50.3% | $2,721-47.9% | $4,299-67.0% |
| Participant deferral / active EE | $2,884 | $4,454-35.3% | $4,175-30.9% | $6,507-55.7% |
| Admin fee / account holder | $18,123 | $5,568+225.5% | $5,349+238.8% | $12,624+43.6% |