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 | $88,877 | $117,859-24.6% | $102,438-13.2% | $145,959-39.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.05% | 31.72%-20.7pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $924 | $3,615-74.4% | $3,024-69.5% | $4,661-80.2% |
| Participant deferral / active EE | $3,575 | $5,732-37.6% | $5,054-29.3% | $6,689-46.5% |
| Admin fee / account holder | $17,995 | $13,318+35.1% | $9,448+90.5% | $13,398+34.3% |