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 6-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 | $27,468 | $58,879-53.3% | $178,490-84.6% | $73,488-62.6% |
| Participation rate | 78.2% | 66.2%+12.0pp | 81.9%-3.7pp | 70.7%+7.5pp |
| Annual return | 17.04% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $572 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $3,014 | $2,567+17.4% | $5,202-42.0% | $3,740-19.4% |
| Admin fee / account holder | $1,158 | $400+189.3% | $13,984-91.7% | $513+125.7% |