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 | $13,912 | $47,479-70.7% | $62,929-77.9% | $82,448-83.1% |
| Participation rate | 89.3% | 66.9%+22.4pp | 73.1%+16.2pp | 68.1%+21.2pp |
| Annual return | 32.15% | 20.34%+11.8pp | 1063.93%-1031.8pp | 41.64%-9.5pp |
| Employer contribution / active EE | $6,051 | $1,885+220.9% | $2,505+141.6% | $2,551+137.2% |
| Participant deferral / active EE | $10,784 | $2,870+275.7% | $3,888+177.3% | $4,139+160.5% |
| Admin fee / account holder | $2,391 | $3,804-37.1% | $5,065-52.8% | $7,234-67.0% |