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 | $29,592 | $117,983-74.9% | $101,794-70.9% | $142,382-79.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.27% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,216 | $2,773-20.1% | $2,289-3.2% | $4,299-48.4% |
| Participant deferral / active EE | $4,184 | $4,714-11.2% | $4,084+2.4% | $6,507-35.7% |
| Admin fee / account holder | $1,175 | $10,433-88.7% | $8,777-86.6% | $12,624-90.7% |