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 | $9,333 | $100,773-90.7% | $88,946-89.5% | $142,382-93.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.16% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,081 | $2,918-28.7% | $2,555-18.6% | $4,299-51.6% |
| Participant deferral / active EE | $1,821 | $5,230-65.2% | $4,581-60.3% | $6,507-72.0% |
| Admin fee / account holder | $2,261 | $9,693-76.7% | $8,261-72.6% | $12,624-82.1% |