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 | $19,469 | $100,773-80.7% | $88,946-78.1% | $142,382-86.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 21.54% | 70.18%-48.6pp | 57.82%-36.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $808 | $2,918-72.3% | $2,555-68.4% | $4,299-81.2% |
| Participant deferral / active EE | $3,907 | $5,230-25.3% | $4,581-14.7% | $6,507-40.0% |
| Admin fee / account holder | $669 | $9,693-93.1% | $8,261-91.9% | $12,624-94.7% |