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 5-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 | $11,880 | $100,773-88.2% | $88,946-86.6% | $142,382-91.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 21.15% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $530 | $2,918-81.8% | $2,555-79.2% | $4,299-87.7% |
| Participant deferral / active EE | $2,414 | $5,230-53.9% | $4,581-47.3% | $6,507-62.9% |
| Admin fee / account holder | $601 | $9,693-93.8% | $8,261-92.7% | $12,624-95.2% |