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 | $26,173 | $127,065-79.4% | $113,168-76.9% | $142,382-81.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 12.75% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,146 | $3,442-37.7% | $2,975-27.9% | $4,299-50.1% |
| Participant deferral / active EE | $5,735 | $5,716+0.3% | $5,107+12.3% | $6,507-11.9% |
| Admin fee / account holder | $2,600 | $15,736-83.5% | $12,068-78.5% | $12,624-79.4% |