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 | $25,934 | $70,606-63.3% | $53,898-51.9% | $142,382-81.8% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 26.78% | 619.81%-593.0pp | 528.60%-501.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,054 | $1,202-12.3% | $932+13.1% | $4,299-75.5% |
| Participant deferral / active EE | $3,633 | $2,364+53.7% | $1,826+98.9% | $6,507-44.2% |
| Admin fee / account holder | $2,008 | $2,852-29.6% | $2,491-19.4% | $12,624-84.1% |