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 | $6,755 | $74,888-91.0% | $71,209-90.5% | $142,382-95.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 15.16% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,202 | $2,854-57.9% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $1,607 | $4,454-63.9% | $4,175-61.5% | $6,507-75.3% |
| Admin fee / account holder | $442 | $5,568-92.1% | $5,349-91.7% | $12,624-96.5% |