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 | $31,618 | $81,460-61.2% | $103,333-69.4% | $80,856-60.9% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 12.61% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,230 | $3,105-28.2% | $3,868-42.4% | $2,755-19.1% |
| Participant deferral / active EE | $2,175 | $3,869-43.8% | $5,057-57.0% | $4,296-49.4% |
| Admin fee / account holder | $2,583 | $6,566-60.7% | $8,355-69.1% | $6,918-62.7% |