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 4-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 | $32,723 | $127,065-74.2% | $113,168-71.1% | $142,382-77.0% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 15.03% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,527 | $3,442-55.6% | $2,975-48.7% | $4,299-64.5% |
| Participant deferral / active EE | $8,844 | $5,716+54.7% | $5,107+73.2% | $6,507+35.9% |
| Admin fee / account holder | $445 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |