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 | $89,753-60.5% | $107,525-67.1% | $84,808-58.2% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 19.25% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,223 | $3,113-28.6% | $3,754-40.8% | $2,631-15.5% |
| Participant deferral / active EE | $4,469 | $4,056+10.2% | $5,116-12.6% | $4,212+6.1% |
| Admin fee / account holder | $3,440 | $7,222-52.4% | $8,919-61.4% | $7,344-53.2% |