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 | $14,146 | $81,248-82.6% | $155,509-90.9% | $80,856-82.5% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 15.23% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,667 | $3,100-46.2% | $4,672-64.3% | $2,755-39.5% |
| Participant deferral / active EE | $3,587 | $3,452+3.9% | $5,626-36.3% | $4,296-16.5% |
| Admin fee / account holder | $1,305 | $7,997-83.7% | $15,912-91.8% | $6,918-81.1% |