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 | $11,931 | $106,584-88.8% | $101,326-88.2% | $142,382-91.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 22.27% | 36.93%-14.7pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,410 | $3,956-39.1% | $3,665-34.3% | $4,299-43.9% |
| Participant deferral / active EE | $3,798 | $8,297-54.2% | $7,994-52.5% | $6,507-41.6% |
| Admin fee / account holder | $3,034 | $11,446-73.5% | $11,185-72.9% | $12,624-76.0% |