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 | $52,142 | $51,638+1.0% | $68,368-23.7% | $82,448-36.8% |
| Participation rate | 84.9% | 63.6%+21.3pp | 73.8%+11.1pp | 68.1%+16.8pp |
| Annual return | 16.32% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,058 | $2,047+49.4% | $2,649+15.4% | $2,551+19.9% |
| Participant deferral / active EE | $4,711 | $2,914+61.7% | $4,123+14.3% | $4,139+13.8% |
| Admin fee / account holder | $2,809 | $4,643-39.5% | $5,150-45.4% | $7,234-61.2% |