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 | $55,991 | $86,929-35.6% | $102,423-45.3% | $80,856-30.8% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 18.32% | 18.88%-0.6pp | 29.32%-11.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,265 | $2,369-46.6% | $3,023-58.2% | $2,755-54.1% |
| Participant deferral / active EE | $2,031 | $4,118-50.7% | $5,053-59.8% | $4,296-52.7% |
| Admin fee / account holder | $17,087 | $8,049+112.3% | $9,451+80.8% | $6,918+147.0% |