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 | $19,172 | $81,248-76.4% | $155,509-87.7% | $80,856-76.3% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 20.87% | 33.31%-12.4pp | 64.67%-43.8pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,641 | $3,100-14.8% | $4,672-43.5% | $2,755-4.1% |
| Participant deferral / active EE | $2,870 | $3,452-16.9% | $5,626-49.0% | $4,296-33.2% |
| Admin fee / account holder | $2,026 | $7,997-74.7% | $15,912-87.3% | $6,918-70.7% |