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 | $62,860 | $111,754-43.8% | $103,333-39.2% | $145,922-56.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.10% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,279 | $4,212-45.9% | $3,868-41.1% | $4,660-51.1% |
| Participant deferral / active EE | $6,630 | $5,619+18.0% | $5,057+31.1% | $6,688-0.9% |
| Admin fee / account holder | $1,941 | $9,750-80.1% | $8,355-76.8% | $13,397-85.5% |