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 | $75,728 | $77,899-2.8% | $149,673-49.4% | $75,163+0.8% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+19.0pp | 67.2%+30.5pp |
| Annual return | 15.70% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,658 | $3,137+80.3% | $4,818+17.4% | $2,670+111.9% |
| Participant deferral / active EE | $4,437 | $3,411+30.1% | $5,680-21.9% | $4,125+7.6% |
| Admin fee / account holder | $26,343 | $5,956+342.3% | $13,210+99.4% | $5,651+366.2% |