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 | $84,788 | $99,918-15.1% | $81,382+4.2% | $145,922-41.9% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 14.54% | 34.32%-19.8pp | 24.73%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,036 | $2,978-65.2% | $2,463-57.9% | $4,660-77.8% |
| Participant deferral / active EE | $2,183 | $4,605-52.6% | $3,883-43.8% | $6,688-67.4% |
| Admin fee / account holder | $12,795 | $8,212+55.8% | $5,768+121.8% | $13,397-4.5% |