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 | $32,548 | $81,248-59.9% | $155,509-79.1% | $80,856-59.7% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,045 | $3,100-34.0% | $4,672-56.2% | $2,755-25.8% |
| Participant deferral / active EE | $8,404 | $3,452+143.5% | $5,626+49.4% | $4,296+95.6% |
| Admin fee / account holder | $10,687 | $7,997+33.6% | $15,912-32.8% | $6,918+54.5% |