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 3-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 | $5,214 | $118,427-95.6% | $66,042-92.1% | $142,382-96.3% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 18.33% | 35.57%-17.2pp | 52.11%-33.8pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,064 | $2,570-58.6% | $1,579-32.6% | $4,299-75.3% |
| Participant deferral / active EE | $1,536 | $4,311-64.4% | $2,835-45.8% | $6,507-76.4% |
| Admin fee / account holder | $7,795 | $9,593-18.7% | $5,747+35.6% | $12,624-38.3% |