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 3-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 | $21,096 | $74,888-71.8% | $71,209-70.4% | $142,382-85.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 17.32% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,172 | $2,854+46.1% | $2,721+53.3% | $4,299-3.0% |
| Participant deferral / active EE | $7,236 | $4,454+62.4% | $4,175+73.3% | $6,507+11.2% |
| Admin fee / account holder | $12,921 | $5,568+132.0% | $5,349+141.6% | $12,624+2.4% |