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 | $46,056 | $54,705-15.8% | $71,209-35.3% | $84,808-45.7% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 15.44% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,146 | $2,158-0.5% | $2,721-21.1% | $2,631-18.4% |
| Participant deferral / active EE | $4,304 | $3,030+42.0% | $4,175+3.1% | $4,212+2.2% |
| Admin fee / account holder | $619 | $4,863-87.3% | $5,349-88.4% | $7,344-91.6% |