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 | $14,163 | $100,773-85.9% | $88,946-84.1% | $142,382-90.1% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.8%+26.8pp | 80.1%+15.5pp |
| Annual return | 18.46% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,726 | $2,918-40.8% | $2,555-32.4% | $4,299-59.8% |
| Participant deferral / active EE | $3,016 | $5,230-42.3% | $4,581-34.2% | $6,507-53.6% |
| Admin fee / account holder | $2,314 | $9,693-76.1% | $8,261-72.0% | $12,624-81.7% |