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 | $41,293 | $109,881-62.4% | $150,045-72.5% | $84,808-51.3% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,949 | $3,561-17.2% | $4,693-37.2% | $2,631+12.1% |
| Participant deferral / active EE | $6,123 | $6,636-7.7% | $7,997-23.4% | $4,212+45.4% |
| Admin fee / account holder | $1,168 | $8,568-86.4% | $13,435-91.3% | $7,344-84.1% |