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 4-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 | $71,087 | $86,286-17.6% | $111,297-36.1% | $85,850-17.2% |
| Participation rate | 75.9% | 73.3%+2.5pp | 77.3%-1.4pp | 69.3%+6.5pp |
| Annual return | 18.85% | 19.99%-1.1pp | 54.65%-35.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,625 | $2,043+28.5% | $2,731-3.9% | $2,565+2.3% |
| Participant deferral / active EE | $5,255 | $3,641+44.4% | $4,487+17.1% | $3,952+33.0% |
| Admin fee / account holder | $3,759 | $8,188-54.1% | $7,964-52.8% | $6,260-39.9% |