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 | $29,877 | $165,335-81.9% | $149,696-80.0% | $158,922-81.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.94% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,182 | $5,103-57.2% | $4,644-53.0% | $4,761-54.2% |
| Participant deferral / active EE | $10,338 | $7,181+44.0% | $6,842+51.1% | $5,982+72.8% |
| Admin fee / account holder | $15,414 | $10,807+42.6% | $9,309+65.6% | $11,246+37.1% |