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 | $35,424 | $88,672-60.1% | $105,223-66.3% | $82,448-57.0% |
| Participation rate | 74.1% | 67.9%+6.1pp | 75.0%-1.0pp | 68.1%+6.0pp |
| Annual return | 19.25% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,223 | $3,048-27.1% | $3,689-39.7% | $2,551-12.9% |
| Participant deferral / active EE | $4,469 | $4,036+10.7% | $5,072-11.9% | $4,139+8.0% |
| Admin fee / account holder | $3,440 | $7,146-51.9% | $8,859-61.2% | $7,234-52.4% |