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 9-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 | $35,369 | $65,375-45.9% | - | $152,861-76.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 21.22% | 27.96%-6.7pp | - | 345.32%-324.1pp |
| Employer contribution / active EE | $1,825 | $2,747-33.6% | - | $4,762-61.7% |
| Participant deferral / active EE | $3,733 | $4,110-9.2% | - | $5,850-36.2% |
| Admin fee / account holder | $2,465 | $4,607-46.5% | - | $11,596-78.7% |