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 | $64,288 | $105,181-38.9% | $159,436-59.7% | $85,850-25.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.11% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,770 | $3,318-46.7% | $4,829-63.4% | $2,565-31.0% |
| Participant deferral / active EE | $6,389 | $5,945+7.5% | $7,352-13.1% | $3,952+61.7% |
| Admin fee / account holder | $12,138 | $6,933+75.1% | $10,799+12.4% | $6,260+93.9% |