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 | $59,683 | $77,899-23.4% | $149,673-60.1% | $75,163-20.6% |
| Participation rate | 95.3% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.1pp |
| Annual return | 20.49% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,590 | $3,137-49.3% | $4,818-67.0% | $2,670-40.4% |
| Participant deferral / active EE | $4,539 | $3,411+33.1% | $5,680-20.1% | $4,125+10.0% |
| Admin fee / account holder | $529 | $5,956-91.1% | $13,210-96.0% | $5,651-90.6% |