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 | $11,025 | $100,773-89.1% | $88,946-87.6% | $142,382-92.3% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 18.58% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,540 | $2,918-47.2% | $2,555-39.7% | $4,299-64.2% |
| Participant deferral / active EE | $2,519 | $5,230-51.8% | $4,581-45.0% | $6,507-61.3% |
| Admin fee / account holder | $2,918 | $9,693-69.9% | $8,261-64.7% | $12,624-76.9% |