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 10-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 | $36,179 | $86,944-58.4% | $107,525-66.4% | $74,304-51.3% |
| Participation rate | 83.3% | 59.6%+23.8pp | 75.1%+8.3pp | 60.3%+23.0pp |
| Annual return | 20.68% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,713 | $2,757-37.9% | $3,754-54.4% | $2,241-23.6% |
| Participant deferral / active EE | $4,060 | $3,554+14.2% | $5,116-20.6% | $3,767+7.8% |
| Admin fee / account holder | $4,406 | $3,727+18.2% | $8,919-50.6% | $2,969+48.4% |