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 | $56,770 | $67,823-16.3% | $52,425+8.3% | $137,256-58.6% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 21.69% | 219.11%-197.4pp | 302.12%-280.4pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,128 | $1,163-3.0% | $914+23.4% | $4,156-72.9% |
| Participant deferral / active EE | $9,625 | $2,288+320.7% | $1,790+437.6% | $6,407+50.2% |
| Admin fee / account holder | $1,405 | $2,844-50.6% | $2,495-43.7% | $12,270-88.5% |