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 | $41,285 | $87,013-52.6% | $106,213-61.1% | $80,856-48.9% |
| Participation rate | 84.3% | 70.4%+13.9pp | 75.3%+9.0pp | 67.6%+16.7pp |
| Annual return | 18.21% | 17.05%+1.2pp | 116.14%-97.9pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,857 | $2,395+186.3% | $3,171+116.2% | $2,755+148.9% |
| Participant deferral / active EE | $13,070 | $3,986+227.9% | $5,016+160.6% | $4,296+204.3% |
| Admin fee / account holder | $2,040 | $8,431-75.8% | $11,033-81.5% | $6,918-70.5% |