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 5-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 | $11,342 | $23,330-51.4% | $64,489-82.4% | $82,448-86.2% |
| Participation rate | 82.1% | 68.3%+13.8pp | 67.7%+14.4pp | 68.1%+14.0pp |
| Annual return | 36.51% | 83.66%-47.1pp | 55.03%-18.5pp | 41.64%-5.1pp |
| Employer contribution / active EE | $720 | $824-12.6% | $1,523-52.7% | $2,551-71.8% |
| Participant deferral / active EE | $2,228 | $1,707+30.5% | $2,778-19.8% | $4,139-46.2% |
| Admin fee / account holder | $1,167 | $2,946-60.4% | $4,260-72.6% | $7,234-83.9% |