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 3-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 | $57,928 | $114,381-49.4% | $107,525-46.1% | $142,382-59.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.35% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,866 | $4,015-53.5% | $3,754-50.3% | $4,299-56.6% |
| Participant deferral / active EE | $2,982 | $5,564-46.4% | $5,116-41.7% | $6,507-54.2% |
| Admin fee / account holder | $1,699 | $9,860-82.8% | $8,919-80.9% | $12,624-86.5% |