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 | $36,249 | $51,175-29.2% | $70,515-48.6% | $75,163-51.8% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 15.09% | 30.02%-14.9pp | 32.77%-17.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,484 | $1,826-18.7% | $2,973-50.1% | $2,670-44.4% |
| Participant deferral / active EE | $2,441 | $2,849-14.3% | $4,567-46.5% | $4,125-40.8% |
| Admin fee / account holder | $31,987 | $4,091+682.0% | $6,412+398.9% | $5,651+466.0% |