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 | $37,716 | $106,749-64.7% | $145,433-74.1% | $82,448-54.3% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 70.01% | 27.59%+42.4pp | 66.58%+3.4pp | 41.64%+28.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,496 | $6,519-46.4% | $7,897-55.7% | $4,139-15.6% |
| Admin fee / account holder | $1,813 | $8,390-78.4% | $13,129-86.2% | $7,234-74.9% |