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 | $26,685 | $114,381-76.7% | $107,525-75.2% | $142,382-81.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 31.31% | 242.71%-211.4pp | 181.32%-150.0pp | 217.08%-185.8pp |
| Employer contribution / active EE | $8,387 | $4,015+108.9% | $3,754+123.5% | $4,299+95.1% |
| Participant deferral / active EE | $11,710 | $5,564+110.4% | $5,116+128.9% | $6,507+79.9% |
| Admin fee / account holder | $2,353 | $9,860-76.1% | $8,919-73.6% | $12,624-81.4% |