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 5-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 | $29,683 | $57,016-47.9% | $84,966-65.1% | $80,856-63.3% |
| Participation rate | 96.6% | 56.3%+40.2pp | 67.5%+29.1pp | 67.6%+28.9pp |
| Annual return | 19.78% | 21.66%-1.9pp | 66.38%-46.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $4,941 | $1,798+174.9% | $2,727+81.2% | $2,755+79.4% |
| Participant deferral / active EE | $6,986 | $3,110+124.7% | $4,519+54.6% | $4,296+62.6% |
| Admin fee / account holder | $1,861 | $4,980-62.6% | $6,149-69.7% | $6,918-73.1% |