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 | $33,596 | $78,520-57.2% | $96,576-65.2% | $82,448-59.3% |
| Participation rate | 86.7% | 77.7%+8.9pp | 81.4%+5.2pp | 68.1%+18.6pp |
| Annual return | 53.53% | 41.30%+12.2pp | 38.47%+15.1pp | 41.64%+11.9pp |
| Employer contribution / active EE | $31 | $2,630-98.8% | $3,553-99.1% | $2,551-98.8% |
| Participant deferral / active EE | $11,340 | $6,754+67.9% | $7,956+42.5% | $4,139+174.0% |
| Admin fee / account holder | $1,876 | $13,455-86.1% | $11,381-83.5% | $7,234-74.1% |