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 | $117,983-70.9% | $101,794-66.3% | $142,382-75.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 355.45% | 36.92%+318.5pp | 30.53%+324.9pp | 217.08%+138.4pp |
| Employer contribution / active EE | $1,610 | $2,773-41.9% | $2,289-29.6% | $4,299-62.5% |
| Participant deferral / active EE | $2,093 | $4,714-55.6% | $4,084-48.8% | $6,507-67.8% |
| Admin fee / account holder | $1,278 | $10,433-87.7% | $8,777-85.4% | $12,624-89.9% |