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 | $127,065-75.2% | $113,168-72.2% | $142,382-77.9% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 18.81% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,677 | $3,442-51.3% | $2,975-43.6% | $4,299-61.0% |
| Participant deferral / active EE | $5,623 | $5,716-1.6% | $5,107+10.1% | $6,507-13.6% |
| Admin fee / account holder | $2,218 | $15,736-85.9% | $12,068-81.6% | $12,624-82.4% |