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 | $95,514 | $77,899+22.6% | $149,673-36.2% | $75,163+27.1% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $745 | $3,137-76.3% | $4,818-84.5% | $2,670-72.1% |
| Participant deferral / active EE | $5,184 | $3,411+52.0% | $5,680-8.7% | $4,125+25.7% |
| Admin fee / account holder | $65,398 | $5,956+998.0% | $13,210+395.1% | $5,651+1057.3% |