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 | $106,749-59.3% | $145,433-70.1% | $82,448-47.3% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 21.55% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,259 | $3,444-34.4% | $4,554-50.4% | $2,551-11.4% |
| Participant deferral / active EE | $4,813 | $6,519-26.2% | $7,897-39.1% | $4,139+16.3% |
| Admin fee / account holder | $3,605 | $8,390-57.0% | $13,129-72.5% | $7,234-50.2% |