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 | $13,552 | $95,561-85.8% | $77,163-82.4% | $139,434-90.3% |
| Participation rate | 76.5% | 73.9%+2.5pp | 69.6%+6.9pp | 80.3%-3.8pp |
| Annual return | 58.27% | 54.92%+3.3pp | 37.87%+20.4pp | 372.94%-314.7pp |
| Employer contribution / active EE | $2,477 | $3,147-21.3% | $2,535-2.3% | $4,751-47.9% |
| Participant deferral / active EE | $5,934 | $4,624+28.3% | $3,833+54.8% | $6,710-11.6% |
| Admin fee / account holder | $997 | $8,295-88.0% | $5,472-81.8% | $11,403-91.3% |