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 | $34,179 | $109,881-68.9% | $150,045-77.2% | $84,808-59.7% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 19.71% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,145 | $3,561-39.8% | $4,693-54.3% | $2,631-18.5% |
| Participant deferral / active EE | $4,632 | $6,636-30.2% | $7,997-42.1% | $4,212+10.0% |
| Admin fee / account holder | $1,745 | $8,568-79.6% | $13,435-87.0% | $7,344-76.2% |