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 | $11,639 | $100,773-88.5% | $88,946-86.9% | $142,382-91.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 28.92% | 70.18%-41.3pp | 57.82%-28.9pp | 217.08%-188.2pp |
| Employer contribution / active EE | $1,998 | $2,918-31.5% | $2,555-21.8% | $4,299-53.5% |
| Participant deferral / active EE | $3,243 | $5,230-38.0% | $4,581-29.2% | $6,507-50.2% |
| Admin fee / account holder | $1,217 | $9,693-87.4% | $8,261-85.3% | $12,624-90.4% |