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 | $34,939 | $67,823-48.5% | $52,425-33.4% | $137,256-74.5% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 18.94% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,208 | $1,163+3.9% | $914+32.2% | $4,156-70.9% |
| Participant deferral / active EE | $7,816 | $2,288+241.6% | $1,790+336.6% | $6,407+22.0% |
| Admin fee / account holder | $1,132 | $2,844-60.2% | $2,495-54.6% | $12,270-90.8% |