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 | $21,136 | $74,888-71.8% | $71,209-70.3% | $142,382-85.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 16.20% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,346 | $2,854-52.8% | $2,721-50.5% | $4,299-68.7% |
| Participant deferral / active EE | $3,814 | $4,454-14.4% | $4,175-8.6% | $6,507-41.4% |
| Admin fee / account holder | $437 | $5,568-92.2% | $5,349-91.8% | $12,624-96.5% |