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 | $56,325 | $64,707-13.0% | $112,228-49.8% | $68,494-17.8% |
| Participation rate | 85.5% | 67.2%+18.4pp | 75.1%+10.5pp | 67.9%+17.7pp |
| Annual return | 19.53% | -11.40%+30.9pp | 27.45%-7.9pp | -7.84%+27.4pp |
| Employer contribution / active EE | $5,514 | $2,746+100.8% | $3,635+51.7% | $2,596+112.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,396 | $5,232-16.0% | $6,410-31.4% | $5,403-18.6% |