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 | $25,339 | $60,892-58.4% | $82,389-69.2% | $84,808-70.1% |
| Participation rate | 94.9% | 63.3%+31.6pp | 69.5%+25.3pp | 68.3%+26.6pp |
| Annual return | 20.12% | 37.29%-17.2pp | 28.67%-8.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,432 | $1,779+36.7% | $2,517-3.4% | $2,631-7.5% |
| Participant deferral / active EE | $6,082 | $3,179+91.3% | $4,155+46.4% | $4,212+44.4% |
| Admin fee / account holder | $1,883 | $5,467-65.6% | $7,231-74.0% | $7,344-74.4% |