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 10-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 | $33,107 | $43,723-24.3% | $121,196-72.7% | $64,186-48.4% |
| Participation rate | 93.5% | 58.3%+35.2pp | 71.7%+21.8pp | 69.6%+24.0pp |
| Annual return | 3.80% | 68.91%-65.1pp | 16.93%-13.1pp | 7.63%-3.8pp |
| Employer contribution / active EE | $2,158 | $1,296+66.4% | $4,022-46.4% | $2,381-9.4% |
| Participant deferral / active EE | $3,636 | $2,280+59.5% | $3,344+8.7% | $3,470+4.8% |
| Admin fee / account holder | $737 | $3,501-79.0% | $5,019-85.3% | $4,888-84.9% |