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 | $73,887 | $77,899-5.2% | $149,673-50.6% | $75,163-1.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.96% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,014 | $3,137-35.8% | $4,818-58.2% | $2,670-24.5% |
| Participant deferral / active EE | $4,160 | $3,411+22.0% | $5,680-26.8% | $4,125+0.8% |
| Admin fee / account holder | $3,825 | $5,956-35.8% | $13,210-71.0% | $5,651-32.3% |