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 | $24,204 | $77,314-68.7% | $177,989-86.4% | $80,856-70.1% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.6%+18.5pp |
| Annual return | 14.67% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,076 | $2,292-9.4% | $3,949-47.4% | $2,755-24.6% |
| Participant deferral / active EE | $6,036 | $4,411+36.9% | $6,276-3.8% | $4,296+40.5% |
| Admin fee / account holder | $452 | $7,191-93.7% | $10,363-95.6% | $6,918-93.5% |