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 | $12,638 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 19.89% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,846 | $2,614-29.4% | $4,154-55.6% | $2,551-27.6% |
| Participant deferral / active EE | $2,789 | $3,214-13.2% | $5,453-48.8% | $4,139-32.6% |
| Admin fee / account holder | $757 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |