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 | $11,564 | $74,888-84.6% | $71,209-83.8% | $142,382-91.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 22.90% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,689 | $2,854-40.8% | $2,721-37.9% | $4,299-60.7% |
| Participant deferral / active EE | $2,338 | $4,454-47.5% | $4,175-44.0% | $6,507-64.1% |
| Admin fee / account holder | $640 | $5,568-88.5% | $5,349-88.0% | $12,624-94.9% |