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 | $34,162 | $88,672-61.5% | $105,223-67.5% | $82,448-58.6% |
| Participation rate | 76.9% | 67.9%+9.0pp | 75.0%+1.9pp | 68.1%+8.9pp |
| Annual return | 17.26% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,996 | $3,048-1.7% | $3,689-18.8% | $2,551+17.4% |
| Participant deferral / active EE | $6,285 | $4,036+55.7% | $5,072+23.9% | $4,139+51.8% |
| Admin fee / account holder | $4,525 | $7,146-36.7% | $8,859-48.9% | $7,234-37.4% |