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 | $66,422 | $127,065-47.7% | $113,168-41.3% | $142,382-53.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.37% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,178 | $3,442-36.7% | $2,975-26.8% | $4,299-49.3% |
| Participant deferral / active EE | $5,353 | $5,716-6.4% | $5,107+4.8% | $6,507-17.7% |
| Admin fee / account holder | $10,705 | $15,736-32.0% | $12,068-11.3% | $12,624-15.2% |