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 | $32,125 | $111,724-71.2% | $93,606-65.7% | $145,922-78.0% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 11.15% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,197 | $3,090-28.9% | $2,420-9.2% | $4,660-52.8% |
| Participant deferral / active EE | $7,105 | $4,912+44.7% | $4,411+61.1% | $6,688+6.2% |
| Admin fee / account holder | $1,134 | $10,250-88.9% | $8,285-86.3% | $13,397-91.5% |