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 | $30,754 | $74,888-58.9% | $71,209-56.8% | $142,382-78.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.55% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,087 | $2,854-61.9% | $2,721-60.0% | $4,299-74.7% |
| Participant deferral / active EE | $5,743 | $4,454+28.9% | $4,175+37.6% | $6,507-11.7% |
| Admin fee / account holder | $1,557 | $5,568-72.0% | $5,349-70.9% | $12,624-87.7% |