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 | $18,450 | $81,248-77.3% | $155,509-88.1% | $80,856-77.2% |
| Participation rate | 77.2% | 66.2%+11.0pp | 78.2%-1.0pp | 67.6%+9.6pp |
| Annual return | 28.12% | 33.31%-5.2pp | 64.67%-36.5pp | 35.59%-7.5pp |
| Employer contribution / active EE | $2,630 | $3,100-15.2% | $4,672-43.7% | $2,755-4.5% |
| Participant deferral / active EE | $4,252 | $3,452+23.2% | $5,626-24.4% | $4,296-1.0% |
| Admin fee / account holder | $7,191 | $7,997-10.1% | $15,912-54.8% | $6,918+3.9% |