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 | $16,768 | $51,175-67.2% | $70,515-76.2% | $75,163-77.7% |
| Participation rate | 93.8% | 60.9%+32.8pp | 68.3%+25.4pp | 67.2%+26.6pp |
| Annual return | 25.50% | 30.02%-4.5pp | 32.77%-7.3pp | 160.62%-135.1pp |
| Employer contribution / active EE | $1,975 | $1,826+8.1% | $2,973-33.6% | $2,670-26.0% |
| Participant deferral / active EE | $3,524 | $2,849+23.7% | $4,567-22.8% | $4,125-14.6% |
| Admin fee / account holder | $2,701 | $4,091-34.0% | $6,412-57.9% | $5,651-52.2% |