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 | $40,647 | $86,922-53.2% | $102,438-60.3% | $80,874-49.7% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 12.97% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,401 | $2,369+43.5% | $3,024+12.5% | $2,756+23.4% |
| Participant deferral / active EE | $4,810 | $4,119+16.8% | $5,054-4.8% | $4,297+11.9% |
| Admin fee / account holder | $412 | $8,050-94.9% | $9,448-95.6% | $6,935-94.1% |