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 | $36,594 | $161,701-77.4% | - | $142,382-74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 13.07% | 549.36%-536.3pp | - | 217.08%-204.0pp |
| Employer contribution / active EE | $1,328 | $4,438-70.1% | - | $4,299-69.1% |
| Participant deferral / active EE | $4,450 | $5,394-17.5% | - | $6,507-31.6% |
| Admin fee / account holder | $10,111 | $9,598+5.3% | - | $12,624-19.9% |