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 7-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 | $16,560 | $74,888-77.9% | $71,209-76.7% | $142,382-88.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.51% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $652 | $2,854-77.2% | $2,721-76.0% | $4,299-84.8% |
| Participant deferral / active EE | $1,804 | $4,454-59.5% | $4,175-56.8% | $6,507-72.3% |
| Admin fee / account holder | $4,834 | $5,568-13.2% | $5,349-9.6% | $12,624-61.7% |