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 | $63,911 | $111,754-42.8% | $103,333-38.2% | $145,922-56.2% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 19.28% | 24.77%-5.5pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,063 | $4,212-27.3% | $3,868-20.8% | $4,660-34.3% |
| Participant deferral / active EE | $8,393 | $5,619+49.4% | $5,057+66.0% | $6,688+25.5% |
| Admin fee / account holder | $1,240 | $9,750-87.3% | $8,355-85.2% | $13,397-90.7% |