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 | $23,493 | $127,065-81.5% | $113,168-79.2% | $142,382-83.5% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 21.72% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,512 | $3,442-27.0% | $2,975-15.6% | $4,299-41.6% |
| Participant deferral / active EE | $5,448 | $5,716-4.7% | $5,107+6.7% | $6,507-16.3% |
| Admin fee / account holder | $792 | $15,736-95.0% | $12,068-93.4% | $12,624-93.7% |