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 | $18,292 | $97,125-81.2% | $86,233-78.8% | $137,256-86.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 12.51% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,098 | $2,841-26.2% | $2,504-16.2% | $4,156-49.5% |
| Participant deferral / active EE | $3,351 | $5,180-35.3% | $4,559-26.5% | $6,407-47.7% |
| Admin fee / account holder | $9,031 | $9,725-7.1% | $8,342+8.3% | $12,270-26.4% |