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 | $5,825 | $25,014-76.7% | $69,647-91.6% | $80,856-92.8% |
| Participation rate | 76.5% | 64.2%+12.2pp | 66.5%+10.0pp | 67.6%+8.8pp |
| Annual return | 15.43% | 19.07%-3.6pp | 100.48%-85.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,217 | $993+22.5% | $1,712-28.9% | $2,755-55.8% |
| Participant deferral / active EE | $1,873 | $1,839+1.8% | $2,886-35.1% | $4,296-56.4% |
| Admin fee / account holder | $505 | $2,488-79.7% | $4,713-89.3% | $6,918-92.7% |