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 | $64,246 | $127,065-49.4% | $113,168-43.2% | $142,382-54.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 20.07% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,190 | $3,442-36.4% | $2,975-26.4% | $4,299-49.1% |
| Participant deferral / active EE | $9,831 | $5,716+72.0% | $5,107+92.5% | $6,507+51.1% |
| Admin fee / account holder | $1,168 | $15,736-92.6% | $12,068-90.3% | $12,624-90.7% |