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 | $40,877 | $106,749-61.7% | $145,433-71.9% | $82,448-50.4% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 19.77% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,746 | $3,444-49.3% | $4,554-61.7% | $2,551-31.5% |
| Participant deferral / active EE | $4,362 | $6,519-33.1% | $7,897-44.8% | $4,139+5.4% |
| Admin fee / account holder | $2,237 | $8,390-73.3% | $13,129-83.0% | $7,234-69.1% |