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 | $40,620 | $93,571-56.6% | $135,903-70.1% | $75,163-46.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 21.26% | 30.90%-9.6pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,353 | $3,537-33.5% | $4,856-51.5% | $2,670-11.9% |
| Participant deferral / active EE | $3,617 | $6,404-43.5% | $7,758-53.4% | $4,125-12.3% |
| Admin fee / account holder | $740 | $6,975-89.4% | $10,762-93.1% | $5,651-86.9% |