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 | $67,823-51.7% | $52,425-37.6% | $137,256-76.1% |
| Participation rate | 72.2% | 63.9%+8.3pp | 55.6%+16.6pp | 80.0%-7.7pp |
| Annual return | 15.24% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,258 | $1,163+8.2% | $914+37.6% | $4,156-69.7% |
| Participant deferral / active EE | $3,749 | $2,288+63.9% | $1,790+109.4% | $6,407-41.5% |
| Admin fee / account holder | $866 | $2,844-69.5% | $2,495-65.3% | $12,270-92.9% |