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 | $20,743 | $73,933-71.9% | $96,683-78.5% | $75,163-72.4% |
| Participation rate | 73.0% | 66.4%+6.6pp | 74.3%-1.4pp | 67.2%+5.8pp |
| Annual return | 25.02% | 26.70%-1.7pp | 35.69%-10.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,818 | $2,928-37.9% | $3,737-51.3% | $2,670-31.9% |
| Participant deferral / active EE | $3,805 | $3,659+4.0% | $4,878-22.0% | $4,125-7.8% |
| Admin fee / account holder | $1,500 | $5,216-71.2% | $6,730-77.7% | $5,651-73.4% |