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 | $32,723 | $124,425-73.7% | $112,040-70.8% | $137,256-76.2% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 15.03% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,527 | $3,411-55.2% | $2,954-48.3% | $4,156-63.3% |
| Participant deferral / active EE | $8,844 | $5,718+54.7% | $5,098+73.5% | $6,407+38.0% |
| Admin fee / account holder | $445 | $15,207-97.1% | $12,098-96.3% | $12,270-96.4% |