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 | $11,006 | $51,175-78.5% | $70,515-84.4% | $75,163-85.4% |
| Participation rate | 83.7% | 60.9%+22.8pp | 68.3%+15.4pp | 67.2%+16.5pp |
| Annual return | 56.12% | 30.02%+26.1pp | 32.77%+23.3pp | 160.62%-104.5pp |
| Employer contribution / active EE | $2,839 | $1,826+55.5% | $2,973-4.5% | $2,670+6.3% |
| Participant deferral / active EE | $4,702 | $2,849+65.0% | $4,567+3.0% | $4,125+14.0% |
| Admin fee / account holder | $503 | $4,091-87.7% | $6,412-92.1% | $5,651-91.1% |