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 | $61,167 | $95,803-36.2% | $113,168-45.9% | $84,808-27.9% |
| Participation rate | 75.4% | 72.9%+2.6pp | 76.6%-1.1pp | 68.3%+7.1pp |
| Annual return | 547.50% | 25.00%+522.5pp | 24.27%+523.2pp | 40.90%+506.6pp |
| Employer contribution / active EE | $841 | $2,360-64.4% | $2,975-71.7% | $2,631-68.0% |
| Participant deferral / active EE | $1,965 | $4,242-53.7% | $5,107-61.5% | $4,212-53.3% |
| Admin fee / account holder | $650 | $8,989-92.8% | $12,068-94.6% | $7,344-91.1% |