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 | $13,808 | $100,773-86.3% | $88,946-84.5% | $142,382-90.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 17.29% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,321 | $2,918-54.7% | $2,555-48.3% | $4,299-69.3% |
| Participant deferral / active EE | $1,961 | $5,230-62.5% | $4,581-57.2% | $6,507-69.9% |
| Admin fee / account holder | $2,105 | $9,693-78.3% | $8,261-74.5% | $12,624-83.3% |