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 | $32,530 | $86,929-62.6% | $102,423-68.2% | $80,856-59.8% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 15.92% | 18.88%-3.0pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,353 | $2,369-0.7% | $3,023-22.2% | $2,755-14.6% |
| Participant deferral / active EE | $5,947 | $4,118+44.4% | $5,053+17.7% | $4,296+38.4% |
| Admin fee / account holder | $405 | $8,049-95.0% | $9,451-95.7% | $6,918-94.1% |