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 | $22,389 | $56,060-60.1% | $76,002-70.5% | $80,874-72.3% |
| Participation rate | 81.3% | 62.0%+19.2pp | 69.1%+12.2pp | 67.6%+13.6pp |
| Annual return | 52.71% | 20.54%+32.2pp | 360.07%-307.4pp | 35.62%+17.1pp |
| Employer contribution / active EE | $1,944 | $1,873+3.7% | $2,688-27.7% | $2,756-29.5% |
| Participant deferral / active EE | $3,694 | $3,051+21.1% | $4,257-13.2% | $4,297-14.0% |
| Admin fee / account holder | $1,166 | $5,237-77.7% | $6,414-81.8% | $6,935-83.2% |