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 4-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 | $16,307 | $99,877-83.7% | $84,966-80.8% | $145,922-88.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 19.99% | 83.76%-63.8pp | 66.38%-46.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,187 | $3,231-32.3% | $2,727-19.8% | $4,660-53.1% |
| Participant deferral / active EE | $4,733 | $5,291-10.5% | $4,519+4.7% | $6,688-29.2% |
| Admin fee / account holder | $2,907 | $7,248-59.9% | $6,149-52.7% | $13,397-78.3% |