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 | $17,110 | $100,773-83.0% | $88,946-80.8% | $142,382-88.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 13.96% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,331 | $2,918-20.1% | $2,555-8.8% | $4,299-45.8% |
| Participant deferral / active EE | $2,561 | $5,230-51.0% | $4,581-44.1% | $6,507-60.6% |
| Admin fee / account holder | $398 | $9,693-95.9% | $8,261-95.2% | $12,624-96.9% |