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 | $45,526 | $95,803-52.5% | $113,168-59.8% | $84,808-46.3% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 19.22% | 25.00%-5.8pp | 24.27%-5.0pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,433 | $2,360+45.5% | $2,975+15.4% | $2,631+30.5% |
| Participant deferral / active EE | $6,630 | $4,242+56.3% | $5,107+29.8% | $4,212+57.4% |
| Admin fee / account holder | $424 | $8,989-95.3% | $12,068-96.5% | $7,344-94.2% |