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 3-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 | $11,047 | $114,381-90.3% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 24.92% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,405 | $4,015-65.0% | $3,754-62.6% | $4,299-67.3% |
| Participant deferral / active EE | $2,773 | $5,564-50.2% | $5,116-45.8% | $6,507-57.4% |
| Admin fee / account holder | $721 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |