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 | $9,599 | $76,407-87.4% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 83.6% | 66.4%+17.2pp | 77.8%+5.8pp | 68.1%+15.5pp |
| Annual return | 25.25% | 39.99%-14.7pp | 62.79%-37.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $2,421 | $2,614-7.4% | $4,154-41.7% | $2,551-5.1% |
| Participant deferral / active EE | $4,824 | $3,214+50.1% | $5,453-11.5% | $4,139+16.5% |
| Admin fee / account holder | $428 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |