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 4-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 | $33,172 | $48,230-31.2% | $67,502-50.9% | $80,856-59.0% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 12.77% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,266 | $2,020+12.2% | $2,731-17.0% | $2,755-17.7% |
| Participant deferral / active EE | $3,054 | $2,924+4.4% | $4,000-23.7% | $4,296-28.9% |
| Admin fee / account holder | $957 | $3,681-74.0% | $3,998-76.1% | $6,918-86.2% |