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 | $22,177 | $93,571-76.3% | $135,903-83.7% | $75,163-70.5% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 25.97% | 30.90%-4.9pp | 68.23%-42.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $2,232 | $3,537-36.9% | $4,856-54.0% | $2,670-16.4% |
| Participant deferral / active EE | $5,087 | $6,404-20.6% | $7,758-34.4% | $4,125+23.3% |
| Admin fee / account holder | $975 | $6,975-86.0% | $10,762-90.9% | $5,651-82.7% |