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 5-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 | $26,066 | $93,571-72.1% | $135,903-80.8% | $75,163-65.3% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 15.65% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,841 | $3,537-47.9% | $4,856-62.1% | $2,670-31.0% |
| Participant deferral / active EE | $4,149 | $6,404-35.2% | $7,758-46.5% | $4,125+0.6% |
| Admin fee / account holder | $667 | $6,975-90.4% | $10,762-93.8% | $5,651-88.2% |