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 | $65,221 | $127,065-48.7% | $113,168-42.4% | $142,382-54.2% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 34.79% | 24.03%+10.8pp | 24.27%+10.5pp | 217.08%-182.3pp |
| Employer contribution / active EE | $2,105 | $3,442-38.8% | $2,975-29.2% | $4,299-51.0% |
| Participant deferral / active EE | $3,427 | $5,716-40.1% | $5,107-32.9% | $6,507-47.3% |
| Admin fee / account holder | $744 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |