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 | $62,526 | $110,257-43.3% | $96,544-35.2% | $139,434-55.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 19.14% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,249 | $3,620-65.5% | $2,965-57.9% | $4,751-73.7% |
| Participant deferral / active EE | $2,618 | $5,548-52.8% | $4,851-46.0% | $6,710-61.0% |
| Admin fee / account holder | $1,103 | $11,591-90.5% | $8,252-86.6% | $11,403-90.3% |