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 | $27,011 | $106,749-74.7% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 23.69% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,077 | $3,444-39.7% | $4,554-54.4% | $2,551-18.6% |
| Participant deferral / active EE | $3,629 | $6,519-44.3% | $7,897-54.1% | $4,139-12.3% |
| Admin fee / account holder | $628 | $8,390-92.5% | $13,129-95.2% | $7,234-91.3% |