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 | $11,467 | $81,248-85.9% | $155,509-92.6% | $80,856-85.8% |
| Participation rate | 72.5% | 66.2%+6.3pp | 78.2%-5.7pp | 67.6%+4.9pp |
| Annual return | 30.74% | 33.31%-2.6pp | 64.67%-33.9pp | 35.59%-4.8pp |
| Employer contribution / active EE | $2,217 | $3,100-28.5% | $4,672-52.6% | $2,755-19.5% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,626-44.5% | $4,296-27.3% |
| Admin fee / account holder | $466 | $7,997-94.2% | $15,912-97.1% | $6,918-93.3% |