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 | $62,042 | $89,753-30.9% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 88.3% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.0pp |
| Annual return | 14.40% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,656 | $3,113-46.8% | $3,754-55.9% | $2,631-37.1% |
| Participant deferral / active EE | $2,220 | $4,056-45.3% | $5,116-56.6% | $4,212-47.3% |
| Admin fee / account holder | $1,887 | $7,222-73.9% | $8,919-78.8% | $7,344-74.3% |