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 | $95,666 | $72,177+32.5% | $115,037-16.8% | $59,632+60.4% |
| Participation rate | 93.8% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $3,247 | $2,841+14.3% | $4,608-29.5% | $2,203+47.4% |
| Participant deferral / active EE | $5,755 | $4,783+20.3% | $6,026-4.5% | $3,192+80.3% |
| Admin fee / account holder | $3,372 | $4,927-31.6% | $8,175-58.8% | $4,297-21.5% |