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 | $46,663 | $56,053-16.8% | $75,972-38.6% | $80,856-42.3% |
| Participation rate | 93.5% | 62.0%+31.5pp | 69.1%+24.5pp | 67.6%+25.9pp |
| Annual return | 12.86% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,338 | $1,874+24.7% | $2,685-12.9% | $2,755-15.1% |
| Participant deferral / active EE | $6,662 | $3,052+118.3% | $4,255+56.6% | $4,296+55.1% |
| Admin fee / account holder | $6,463 | $5,234+23.5% | $6,467-0.1% | $6,918-6.6% |