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 | $16,471 | $111,724-85.3% | $93,606-82.4% | $145,922-88.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 14.75% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,543 | $3,090-50.1% | $2,420-36.2% | $4,660-66.9% |
| Participant deferral / active EE | $2,493 | $4,912-49.2% | $4,411-43.5% | $6,688-62.7% |
| Admin fee / account holder | $7,451 | $10,250-27.3% | $8,285-10.1% | $13,397-44.4% |