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 | $2,050 | $74,888-97.3% | $71,209-97.1% | $142,382-98.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 26.89% | 345.14%-318.3pp | 282.51%-255.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $654 | $2,854-77.1% | $2,721-76.0% | $4,299-84.8% |
| Participant deferral / active EE | $1,011 | $4,454-77.3% | $4,175-75.8% | $6,507-84.5% |
| Admin fee / account holder | $720 | $5,568-87.1% | $5,349-86.5% | $12,624-94.3% |