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 4-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 | $13,187 | $106,515-87.6% | $96,683-86.4% | $139,434-90.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.48% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,932 | $4,103-52.9% | $3,737-48.3% | $4,751-59.3% |
| Participant deferral / active EE | $5,176 | $5,454-5.1% | $4,878+6.1% | $6,710-22.9% |
| Admin fee / account holder | $560 | $7,877-92.9% | $6,730-91.7% | $11,403-95.1% |