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 4-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 | $9,069 | $67,331-86.5% | $60,874-85.1% | $134,475-93.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.4pp |
| Annual return | 43.89% | 49.93%-6.0pp | 16.90%+27.0pp | 417.96%-374.1pp |
| Employer contribution / active EE | $1,458 | $3,096-52.9% | $2,701-46.0% | $4,740-69.2% |
| Participant deferral / active EE | $4,015 | $4,538-11.5% | $3,817+5.2% | $6,400-37.3% |
| Admin fee / account holder | $1,573 | $4,582-65.7% | $3,224-51.2% | $11,426-86.2% |