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 | $14,282 | $111,535-87.2% | $105,223-86.4% | $137,256-89.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 23.21% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,266 | $3,939-67.9% | $3,689-65.7% | $4,156-69.5% |
| Participant deferral / active EE | $4,084 | $5,500-25.8% | $5,072-19.5% | $6,407-36.3% |
| Admin fee / account holder | $1,332 | $9,721-86.3% | $8,859-85.0% | $12,270-89.1% |