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 | $33,123 | $106,749-69.0% | $145,433-77.2% | $82,448-59.8% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 26.99% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $1,858 | $3,444-46.1% | $4,554-59.2% | $2,551-27.2% |
| Participant deferral / active EE | $15,977 | $6,519+145.1% | $7,897+102.3% | $4,139+286.0% |
| Admin fee / account holder | $2,838 | $8,390-66.2% | $13,129-78.4% | $7,234-60.8% |