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 | $82,022 | $46,553+76.2% | $64,056+28.0% | $75,163+9.1% |
| Participation rate | 93.2% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+26.0pp |
| Annual return | 16.61% | 26.03%-9.4pp | 33.69%-17.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,113 | $1,974+7.0% | $2,747-23.1% | $2,670-20.9% |
| Participant deferral / active EE | $1,408 | $2,837-50.4% | $3,880-63.7% | $4,125-65.9% |
| Admin fee / account holder | $3,564 | $2,952+20.7% | $3,068+16.1% | $5,651-36.9% |