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 | $31,491 | $124,425-74.7% | $112,040-71.9% | $137,256-77.1% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 18.81% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,677 | $3,411-50.8% | $2,954-43.2% | $4,156-59.6% |
| Participant deferral / active EE | $5,623 | $5,718-1.7% | $5,098+10.3% | $6,407-12.2% |
| Admin fee / account holder | $2,218 | $15,207-85.4% | $12,098-81.7% | $12,270-81.9% |