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 | $11,071 | $117,983-90.6% | $101,794-89.1% | $142,382-92.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.16% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,024 | $2,773-63.1% | $2,289-55.3% | $4,299-76.2% |
| Participant deferral / active EE | $2,363 | $4,714-49.9% | $4,084-42.1% | $6,507-63.7% |
| Admin fee / account holder | $626 | $10,433-94.0% | $8,777-92.9% | $12,624-95.0% |