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 | $31,831 | $111,535-71.5% | $105,223-69.7% | $137,256-76.8% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 19.67% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,240 | $3,939-17.8% | $3,689-12.2% | $4,156-22.0% |
| Participant deferral / active EE | $4,961 | $5,500-9.8% | $5,072-2.2% | $6,407-22.6% |
| Admin fee / account holder | $1,205 | $9,721-87.6% | $8,859-86.4% | $12,270-90.2% |