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 | $41,015 | $127,065-67.7% | $113,168-63.8% | $142,382-71.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.95% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,259 | $3,442-34.4% | $2,975-24.1% | $4,299-47.5% |
| Participant deferral / active EE | $2,333 | $5,716-59.2% | $5,107-54.3% | $6,507-64.2% |
| Admin fee / account holder | $6,445 | $15,736-59.0% | $12,068-46.6% | $12,624-48.9% |