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 | $36,462 | $102,616-64.5% | $81,983-55.5% | $158,922-77.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.2%+20.2pp | 82.0%+7.5pp |
| Annual return | 13.90% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,851 | $3,240-42.9% | $2,498-25.9% | $4,761-61.1% |
| Participant deferral / active EE | $4,826 | $4,648+3.8% | $3,722+29.7% | $5,982-19.3% |
| Admin fee / account holder | $4,893 | $8,235-40.6% | $5,664-13.6% | $11,246-56.5% |