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 5-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 | $15,217 | $172,111-91.2% | $150,298-89.9% | $137,256-88.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,740 | $4,636-62.5% | $4,154-58.1% | $4,156-58.1% |
| Participant deferral / active EE | $2,308 | $6,166-62.6% | $5,453-57.7% | $6,407-64.0% |
| Admin fee / account holder | $2,209 | $16,471-86.6% | $14,116-84.4% | $12,270-82.0% |