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 | $108,677 | $76,407+42.2% | $150,298-27.7% | $82,448+31.8% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 16.00% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,482 | $2,614-5.0% | $4,154-40.2% | $2,551-2.7% |
| Participant deferral / active EE | $5,459 | $3,214+69.8% | $5,453+0.1% | $4,139+31.9% |
| Admin fee / account holder | $2,797 | $6,352-56.0% | $14,116-80.2% | $7,234-61.3% |