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 | $67,059 | $85,022-21.1% | $70,515-4.9% | $139,434-51.9% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $848 | $3,909-78.3% | $2,973-71.5% | $4,751-82.1% |
| Participant deferral / active EE | $1,880 | $5,890-68.1% | $4,567-58.8% | $6,710-72.0% |
| Admin fee / account holder | $533 | $8,906-94.0% | $6,412-91.7% | $11,403-95.3% |