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 | $33,019 | $84,233-60.8% | $170,442-80.6% | $70,131-52.9% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 19.68% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,125 | $3,387-66.8% | $5,433-79.3% | $2,342-52.0% |
| Participant deferral / active EE | $2,012 | $3,086-34.8% | $4,939-59.3% | $3,332-39.6% |
| Admin fee / account holder | $1,290 | $5,698-77.4% | $13,880-90.7% | $4,645-72.2% |