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 | $14,593 | $117,983-87.6% | $101,794-85.7% | $142,382-89.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 19.50% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,412 | $2,773-49.1% | $2,289-38.3% | $4,299-67.2% |
| Participant deferral / active EE | $2,902 | $4,714-38.4% | $4,084-28.9% | $6,507-55.4% |
| Admin fee / account holder | $1,205 | $10,433-88.4% | $8,777-86.3% | $12,624-90.5% |