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 | $73,786 | $76,407-3.4% | $150,298-50.9% | $82,448-10.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 17.37% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,811 | $2,614-30.7% | $4,154-56.4% | $2,551-29.0% |
| Participant deferral / active EE | $4,835 | $3,214+50.4% | $5,453-11.3% | $4,139+16.8% |
| Admin fee / account holder | $376 | $6,352-94.1% | $14,116-97.3% | $7,234-94.8% |