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 | $20,877 | $111,724-81.3% | $93,606-77.7% | $145,922-85.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.69% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,289 | $3,090-58.3% | $2,420-46.7% | $4,660-72.3% |
| Participant deferral / active EE | $2,578 | $4,912-47.5% | $4,411-41.6% | $6,688-61.4% |
| Admin fee / account holder | $493 | $10,250-95.2% | $8,285-94.0% | $13,397-96.3% |