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 5-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 | $32,737 | $70,606-53.6% | $53,898-39.3% | $142,382-77.0% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 15.24% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,258 | $1,202+4.7% | $932+35.0% | $4,299-70.7% |
| Participant deferral / active EE | $3,749 | $2,364+58.6% | $1,826+105.3% | $6,507-42.4% |
| Admin fee / account holder | $866 | $2,852-69.6% | $2,491-65.2% | $12,624-93.1% |