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 8-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 | $43,369 | $88,672-51.1% | $105,223-58.8% | $82,448-47.4% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 18.46% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,930 | $3,048-3.9% | $3,689-20.6% | $2,551+14.9% |
| Participant deferral / active EE | $5,744 | $4,036+42.3% | $5,072+13.3% | $4,139+38.8% |
| Admin fee / account holder | $1,781 | $7,146-75.1% | $8,859-79.9% | $7,234-75.4% |