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 | $34,883 | $101,317-65.6% | $146,958-76.3% | $74,495-53.2% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.5pp | 67.2%+13.4pp |
| Annual return | 25.31% | 8730.91%-8705.6pp | 418.34%-393.0pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $2,449 | $3,810-35.7% | $4,933-50.4% | $2,623-6.6% |
| Participant deferral / active EE | $6,496 | $7,303-11.1% | $8,070-19.5% | $4,346+49.5% |
| Admin fee / account holder | $3,211 | $1,739+84.7% | $12,998-75.3% | $1,942+65.4% |