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 | $21,483 | $111,535-80.7% | $105,223-79.6% | $137,256-84.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 36.09% | 237.85%-201.8pp | 180.65%-144.6pp | 220.34%-184.3pp |
| Employer contribution / active EE | $2,313 | $3,939-41.3% | $3,689-37.3% | $4,156-44.4% |
| Participant deferral / active EE | $4,816 | $5,500-12.4% | $5,072-5.0% | $6,407-24.8% |
| Admin fee / account holder | $1,456 | $9,721-85.0% | $8,859-83.6% | $12,270-88.1% |