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 | $49,728 | $114,381-56.5% | $107,525-53.8% | $142,382-65.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.81% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,375 | $4,015-65.8% | $3,754-63.4% | $4,299-68.0% |
| Participant deferral / active EE | $6,610 | $5,564+18.8% | $5,116+29.2% | $6,507+1.6% |
| Admin fee / account holder | $63,495 | $9,860+544.0% | $8,919+611.9% | $12,624+403.0% |