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 | $49,460 | $77,899-36.5% | $149,673-67.0% | $75,163-34.2% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 14.78% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,108 | $3,137-32.8% | $4,818-56.2% | $2,670-21.0% |
| Participant deferral / active EE | $4,413 | $3,411+29.4% | $5,680-22.3% | $4,125+7.0% |
| Admin fee / account holder | $9,670 | $5,956+62.3% | $13,210-26.8% | $5,651+71.1% |