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 | $76,428 | $77,899-1.9% | $149,673-48.9% | $75,163+1.7% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 16.04% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,857 | $3,137-40.8% | $4,818-61.4% | $2,670-30.4% |
| Participant deferral / active EE | $1,894 | $3,411-44.5% | $5,680-66.6% | $4,125-54.1% |
| Admin fee / account holder | $523 | $5,956-91.2% | $13,210-96.0% | $5,651-90.7% |