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 | $6,671 | $56,053-88.1% | $75,972-91.2% | $80,856-91.8% |
| Participation rate | 91.4% | 62.0%+29.4pp | 69.1%+22.4pp | 67.6%+23.8pp |
| Annual return | 14.25% | 20.53%-6.3pp | 359.55%-345.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,113 | $1,874+12.8% | $2,685-21.3% | $2,755-23.3% |
| Participant deferral / active EE | $3,448 | $3,052+13.0% | $4,255-19.0% | $4,296-19.7% |
| Admin fee / account holder | $3,900 | $5,234-25.5% | $6,467-39.7% | $6,918-43.6% |