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 | $33,685 | $60,022-43.9% | $88,946-62.1% | $84,808-60.3% |
| Participation rate | 81.8% | 57.8%+24.0pp | 68.8%+13.0pp | 68.3%+13.5pp |
| Annual return | 19.83% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,853 | $1,703+67.6% | $2,555+11.7% | $2,631+8.4% |
| Participant deferral / active EE | $3,650 | $3,114+17.2% | $4,581-20.3% | $4,212-13.3% |
| Admin fee / account holder | $891 | $4,811-81.5% | $8,261-89.2% | $7,344-87.9% |