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 | $27,672 | $127,065-78.2% | $113,168-75.5% | $142,382-80.6% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.61% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,581 | $3,442-54.1% | $2,975-46.9% | $4,299-63.2% |
| Participant deferral / active EE | $3,861 | $5,716-32.5% | $5,107-24.4% | $6,507-40.7% |
| Admin fee / account holder | $7,629 | $15,736-51.5% | $12,068-36.8% | $12,624-39.6% |