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 | $14,053 | $73,867-81.0% | $143,757-90.2% | $68,494-79.5% |
| Participation rate | 79.4% | 66.7%+12.8pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | 86.76% | 1.01%+85.8pp | -0.04%+86.8pp | -7.84%+94.6pp |
| Employer contribution / active EE | $501 | $3,184-84.3% | $4,951-89.9% | $2,596-80.7% |
| Participant deferral / active EE | $2,683 | $3,384-20.7% | $5,637-52.4% | $4,027-33.4% |
| Admin fee / account holder | $752 | $5,755-86.9% | $14,673-94.9% | $5,403-86.1% |