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 | $16,300 | $97,125-83.2% | $86,233-81.1% | $137,256-88.1% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.0%+21.5pp | 80.0%+10.5pp |
| Annual return | 24.00% | 74.19%-50.2pp | 61.39%-37.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,633 | $5,180+28.1% | $4,559+45.5% | $6,407+3.5% |
| Admin fee / account holder | $698 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |