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 | $43,436 | $109,881-60.5% | $150,045-71.1% | $84,808-48.8% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 21.55% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,259 | $3,561-36.6% | $4,693-51.9% | $2,631-14.1% |
| Participant deferral / active EE | $4,813 | $6,636-27.5% | $7,997-39.8% | $4,212+14.3% |
| Admin fee / account holder | $3,605 | $8,568-57.9% | $13,435-73.2% | $7,344-50.9% |