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 | $28,792 | $57,590-50.0% | $86,233-66.6% | $82,448-65.1% |
| Participation rate | 96.3% | 57.9%+38.4pp | 69.0%+27.3pp | 68.1%+28.2pp |
| Annual return | 20.69% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $5,589 | $1,655+237.6% | $2,504+123.2% | $2,551+119.1% |
| Participant deferral / active EE | $9,036 | $3,080+193.4% | $4,559+98.2% | $4,139+118.3% |
| Admin fee / account holder | $6,571 | $4,730+38.9% | $8,342-21.2% | $7,234-9.2% |