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 4-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 | $33,148 | $68,346-51.5% | $94,646-65.0% | $75,163-55.9% |
| Participation rate | 78.3% | 76.1%+2.2pp | 80.8%-2.6pp | 67.2%+11.1pp |
| Annual return | 24.45% | 616.93%-592.5pp | 156.71%-132.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $952 | $2,701-64.8% | $3,672-74.1% | $2,670-64.4% |
| Participant deferral / active EE | $8,059 | $6,537+23.3% | $7,418+8.6% | $4,125+95.4% |
| Admin fee / account holder | $9,715 | $5,326+82.4% | $7,231+34.4% | $5,651+71.9% |