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 | $25,911 | $74,888-65.4% | $71,209-63.6% | $142,382-81.8% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,584 | $2,854-44.5% | $2,721-41.8% | $4,299-63.2% |
| Participant deferral / active EE | $4,037 | $4,454-9.4% | $4,175-3.3% | $6,507-38.0% |
| Admin fee / account holder | $3,462 | $5,568-37.8% | $5,349-35.3% | $12,624-72.6% |