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 | $33,246 | $127,065-73.8% | $113,168-70.6% | $142,382-76.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 18.17% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,950 | $3,442-43.3% | $2,975-34.4% | $4,299-54.6% |
| Participant deferral / active EE | $2,168 | $5,716-62.1% | $5,107-57.5% | $6,507-66.7% |
| Admin fee / account holder | $2,489 | $15,736-84.2% | $12,068-79.4% | $12,624-80.3% |