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 | $34,440 | $81,248-57.6% | $155,509-77.9% | $80,856-57.4% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 24.79% | 33.31%-8.5pp | 64.67%-39.9pp | 35.59%-10.8pp |
| Employer contribution / active EE | $6,711 | $3,100+116.5% | $4,672+43.6% | $2,755+143.6% |
| Participant deferral / active EE | $5,507 | $3,452+59.6% | $5,626-2.1% | $4,296+28.2% |
| Admin fee / account holder | $307 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |