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 | $34,298 | $112,729-69.6% | $98,716-65.3% | $137,256-75.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 355.45% | 38.48%+317.0pp | 31.81%+323.6pp | 220.34%+135.1pp |
| Employer contribution / active EE | $1,610 | $2,725-40.9% | $2,279-29.3% | $4,156-61.3% |
| Participant deferral / active EE | $2,093 | $4,640-54.9% | $4,048-48.3% | $6,407-67.3% |
| Admin fee / account holder | $1,278 | $10,129-87.4% | $8,703-85.3% | $12,270-89.6% |