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 | $11,692 | $117,983-90.1% | $101,794-88.5% | $142,382-91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.09% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $861 | $2,773-69.0% | $2,289-62.4% | $4,299-80.0% |
| Participant deferral / active EE | $3,800 | $4,714-19.4% | $4,084-7.0% | $6,507-41.6% |
| Admin fee / account holder | $17,447 | $10,433+67.2% | $8,777+98.8% | $12,624+38.2% |