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 | $40,761 | $64,839-37.1% | $95,585-57.4% | $84,808-51.9% |
| Participation rate | 88.9% | 63.8%+25.1pp | 72.1%+16.8pp | 68.3%+20.6pp |
| Annual return | 19.92% | -670.96%+690.9pp | 38.56%-18.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,033 | $1,759+15.6% | $2,527-19.5% | $2,631-22.7% |
| Participant deferral / active EE | $3,559 | $2,965+20.0% | $4,023-11.5% | $4,212-15.5% |
| Admin fee / account holder | $832 | $5,964-86.1% | $6,127-86.4% | $7,344-88.7% |