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 | $17,842 | $117,983-84.9% | $101,794-82.5% | $142,382-87.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 22.71% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,538 | $2,773-44.5% | $2,289-32.8% | $4,299-64.2% |
| Participant deferral / active EE | $3,238 | $4,714-31.3% | $4,084-20.7% | $6,507-50.2% |
| Admin fee / account holder | $657 | $10,433-93.7% | $8,777-92.5% | $12,624-94.8% |