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 | $10,762 | $64,839-83.4% | $95,585-88.7% | $84,808-87.3% |
| Participation rate | 87.0% | 63.8%+23.2pp | 72.1%+15.0pp | 68.3%+18.7pp |
| Annual return | 30.73% | -670.96%+701.7pp | 38.56%-7.8pp | 40.90%-10.2pp |
| Employer contribution / active EE | $2,112 | $1,759+20.1% | $2,527-16.4% | $2,631-19.7% |
| Participant deferral / active EE | $3,119 | $2,965+5.2% | $4,023-22.5% | $4,212-25.9% |
| Admin fee / account holder | $1,821 | $5,964-69.5% | $6,127-70.3% | $7,344-75.2% |