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 | $48,706 | $86,929-44.0% | $102,423-52.4% | $80,856-39.8% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.6%+15.1pp |
| Annual return | 18.22% | 18.88%-0.7pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,939 | $2,369+24.0% | $3,023-2.8% | $2,755+6.7% |
| Participant deferral / active EE | $9,262 | $4,118+124.9% | $5,053+83.3% | $4,296+115.6% |
| Admin fee / account holder | $22,883 | $8,049+184.3% | $9,451+142.1% | $6,918+230.8% |