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 | $40,681 | $116,167-65.0% | $64,489-36.9% | $137,256-70.4% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 10.82% | 36.55%-25.7pp | 55.03%-44.2pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,719 | $2,483-30.8% | $1,523+12.8% | $4,156-58.6% |
| Participant deferral / active EE | $2,025 | $4,215-52.0% | $2,778-27.1% | $6,407-68.4% |
| Admin fee / account holder | $13,959 | $6,188+125.6% | $4,260+227.7% | $12,270+13.8% |