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 | $11,023 | $114,381-90.4% | $107,525-89.7% | $142,382-92.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,993 | $4,015-50.3% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $5,478 | $5,564-1.5% | $5,116+7.1% | $6,507-15.8% |
| Admin fee / account holder | $16,811 | $9,860+70.5% | $8,919+88.5% | $12,624+33.2% |