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 | $45,976 | $133,922-65.7% | $116,228-60.4% | $142,382-67.7% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 11.50% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,582 | $3,446-54.1% | $2,994-47.2% | $4,299-63.2% |
| Participant deferral / active EE | $3,737 | $5,672-34.1% | $4,953-24.6% | $6,507-42.6% |
| Admin fee / account holder | $699 | $14,945-95.3% | $11,989-94.2% | $12,624-94.5% |