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 | $11,025 | $77,899-85.8% | $149,673-92.6% | $75,163-85.3% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 39.06% | 31.72%+7.3pp | 134.42%-95.4pp | 160.62%-121.6pp |
| Employer contribution / active EE | $1,239 | $3,137-60.5% | $4,818-74.3% | $2,670-53.6% |
| Participant deferral / active EE | $2,813 | $3,411-17.5% | $5,680-50.5% | $4,125-31.8% |
| Admin fee / account holder | $2,775 | $5,956-53.4% | $13,210-79.0% | $5,651-50.9% |