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 | $69,113 | $99,877-30.8% | $84,966-18.7% | $145,922-52.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 12.81% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,561 | $3,231-51.7% | $2,727-42.8% | $4,660-66.5% |
| Participant deferral / active EE | $3,582 | $5,291-32.3% | $4,519-20.7% | $6,688-46.4% |
| Admin fee / account holder | $3,351 | $7,248-53.8% | $6,149-45.5% | $13,397-75.0% |