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 | $19,336 | $127,065-84.8% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 56.59% | 24.03%+32.6pp | 24.27%+32.3pp | 217.08%-160.5pp |
| Employer contribution / active EE | $2,416 | $3,442-29.8% | $2,975-18.8% | $4,299-43.8% |
| Participant deferral / active EE | $3,418 | $5,716-40.2% | $5,107-33.1% | $6,507-47.5% |
| Admin fee / account holder | $851 | $15,736-94.6% | $12,068-92.9% | $12,624-93.3% |