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 | $81,623 | $102,317-20.2% | $146,958-44.5% | $80,856+0.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.2%+5.8pp | 67.6%+20.3pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,857 | $3,713-50.0% | $4,933-62.4% | $2,755-32.6% |
| Participant deferral / active EE | $9,020 | $6,644+35.8% | $8,070+11.8% | $4,296+110.0% |
| Admin fee / account holder | $2,241 | $7,941-71.8% | $12,998-82.8% | $6,918-67.6% |