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 | $31,428 | $97,125-67.6% | $86,233-63.6% | $137,256-77.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 17.30% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,422 | $2,841-14.7% | $2,504-3.3% | $4,156-41.7% |
| Participant deferral / active EE | $4,350 | $5,180-16.0% | $4,559-4.6% | $6,407-32.1% |
| Admin fee / account holder | $18,890 | $9,725+94.2% | $8,342+126.4% | $12,270+53.9% |