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 | $34,165 | $88,360-61.3% | $145,433-76.5% | $67,986-49.7% |
| Participation rate | 98.2% | 65.5%+32.7pp | 82.1%+16.1pp | 57.2%+41.0pp |
| Annual return | 45.30% | 63.15%-17.8pp | 66.58%-21.3pp | 31.67%+13.6pp |
| Employer contribution / active EE | $3,519 | $3,054+15.2% | $4,554-22.7% | $2,019+74.3% |
| Participant deferral / active EE | $9,262 | $5,932+56.1% | $7,897+17.3% | $3,358+175.8% |
| Admin fee / account holder | $2,545 | $3,313-23.2% | $13,129-80.6% | $3,203-20.5% |