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 | $50,161 | $81,460-38.4% | $103,333-51.5% | $80,856-38.0% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 11.02% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,674 | $3,105+18.3% | $3,868-5.0% | $2,755+33.4% |
| Participant deferral / active EE | $3,779 | $3,869-2.3% | $5,057-25.3% | $4,296-12.0% |
| Admin fee / account holder | $5,006 | $6,566-23.8% | $8,355-40.1% | $6,918-27.6% |