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 | $19,720 | $77,899-74.7% | $149,673-86.8% | $75,163-73.8% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 27.71% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $2,001 | $3,137-36.2% | $4,818-58.5% | $2,670-25.1% |
| Participant deferral / active EE | $3,025 | $3,411-11.3% | $5,680-46.7% | $4,125-26.7% |
| Admin fee / account holder | $766 | $5,956-87.1% | $13,210-94.2% | $5,651-86.4% |