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 | $9,780 | $104,974-90.7% | $95,585-89.8% | $142,382-93.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.28% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,162 | $2,779-58.2% | $2,527-54.0% | $4,299-73.0% |
| Participant deferral / active EE | $1,199 | $4,352-72.4% | $4,023-70.2% | $6,507-81.6% |
| Admin fee / account holder | $2,176 | $6,386-65.9% | $6,127-64.5% | $12,624-82.8% |