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 | $18,783 | $111,724-83.2% | $93,606-79.9% | $145,922-87.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.88% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,165 | $3,090-62.3% | $2,420-51.9% | $4,660-75.0% |
| Participant deferral / active EE | $2,786 | $4,912-43.3% | $4,411-36.9% | $6,688-58.3% |
| Admin fee / account holder | $6,811 | $10,250-33.5% | $8,285-17.8% | $13,397-49.2% |