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 | $8,375 | $99,877-91.6% | $84,966-90.1% | $145,922-94.3% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 14.62% | 83.76%-69.1pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,164 | $3,231-64.0% | $2,727-57.3% | $4,660-75.0% |
| Participant deferral / active EE | $2,548 | $5,291-51.8% | $4,519-43.6% | $6,688-61.9% |
| Admin fee / account holder | $2,453 | $7,248-66.1% | $6,149-60.1% | $13,397-81.7% |