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 | $9,081 | $60,022-84.9% | $88,946-89.8% | $84,808-89.3% |
| Participation rate | 91.1% | 57.8%+33.2pp | 68.8%+22.2pp | 68.3%+22.8pp |
| Annual return | 20.27% | 22.43%-2.2pp | 57.82%-37.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,947 | $1,703+14.3% | $2,555-23.8% | $2,631-26.0% |
| Participant deferral / active EE | $2,902 | $3,114-6.8% | $4,581-36.6% | $4,212-31.1% |
| Admin fee / account holder | $381 | $4,811-92.1% | $8,261-95.4% | $7,344-94.8% |