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 | $75,291 | $51,638+45.8% | $68,368+10.1% | $82,448-8.7% |
| Participation rate | 76.7% | 63.6%+13.1pp | 73.8%+2.9pp | 68.1%+8.6pp |
| Annual return | 17.05% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,404 | $2,047+17.5% | $2,649-9.2% | $2,551-5.7% |
| Participant deferral / active EE | $5,298 | $2,914+81.9% | $4,123+28.5% | $4,139+28.0% |
| Admin fee / account holder | $1,936 | $4,643-58.3% | $5,150-62.4% | $7,234-73.2% |