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 | $16,608 | $74,888-77.8% | $71,209-76.7% | $142,382-88.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.10% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,001 | $2,854-64.9% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $2,334 | $4,454-47.6% | $4,175-44.1% | $6,507-64.1% |
| Admin fee / account holder | $941 | $5,568-83.1% | $5,349-82.4% | $12,624-92.5% |