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 | $54,104 | $112,729-52.0% | $98,716-45.2% | $137,256-60.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.96% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,540 | $2,725-6.8% | $2,279+11.5% | $4,156-38.9% |
| Participant deferral / active EE | $11,841 | $4,640+155.2% | $4,048+192.5% | $6,407+84.8% |
| Admin fee / account holder | $303 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |