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 | $4,676 | $74,888-93.8% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 24.95% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.1% | $4,299-81.7% |
| Participant deferral / active EE | $2,652 | $4,454-40.5% | $4,175-36.5% | $6,507-59.2% |
| Admin fee / account holder | $4,277 | $5,568-23.2% | $5,349-20.0% | $12,624-66.1% |