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 | $60,403 | $58,627+3.0% | $76,735-21.3% | $82,448-26.7% |
| Participation rate | 87.9% | 63.2%+24.7pp | 69.5%+18.4pp | 68.1%+19.8pp |
| Annual return | 19.68% | 39.10%-19.4pp | 29.77%-10.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,228 | $1,729+86.7% | $2,454+31.5% | $2,551+26.5% |
| Participant deferral / active EE | $8,061 | $3,134+157.2% | $4,088+97.2% | $4,139+94.7% |
| Admin fee / account holder | $487 | $5,323-90.8% | $7,189-93.2% | $7,234-93.3% |