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 | $7,439 | $100,773-92.6% | $88,946-91.6% | $142,382-94.8% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.8%+9.4pp | 80.1%-1.9pp |
| Annual return | 42.53% | 70.18%-27.6pp | 57.82%-15.3pp | 217.08%-174.5pp |
| Employer contribution / active EE | $1,628 | $2,918-44.2% | $2,555-36.3% | $4,299-62.1% |
| Participant deferral / active EE | $2,100 | $5,230-59.8% | $4,581-54.2% | $6,507-67.7% |
| Admin fee / account holder | $1,714 | $9,693-82.3% | $8,261-79.3% | $12,624-86.4% |