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 | $26,431 | $77,314-65.8% | $177,989-85.2% | $80,856-67.3% |
| Participation rate | 88.0% | 65.7%+22.3pp | 77.1%+10.9pp | 67.6%+20.4pp |
| Annual return | 16.54% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,430 | $2,292+93.3% | $3,949+12.2% | $2,755+60.8% |
| Participant deferral / active EE | $3,059 | $4,411-30.6% | $6,276-51.3% | $4,296-28.8% |
| Admin fee / account holder | $1,445 | $7,191-79.9% | $10,363-86.1% | $6,918-79.1% |