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 | $36,253 | $126,574-71.4% | $106,213-65.9% | $145,922-75.2% |
| Participation rate | 82.6% | 77.6%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 9.78% | 224.79%-215.0pp | 116.14%-106.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,519 | $3,730-59.3% | $3,171-52.1% | $4,660-67.4% |
| Participant deferral / active EE | $2,776 | $5,724-51.5% | $5,016-44.7% | $6,688-58.5% |
| Admin fee / account holder | $1,473 | $17,304-91.5% | $11,033-86.7% | $13,397-89.0% |