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 3-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 | $75,607 | $77,899-2.9% | $149,673-49.5% | $75,163+0.6% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 14.10% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,161 | $3,137-63.0% | $4,818-75.9% | $2,670-56.5% |
| Participant deferral / active EE | $2,361 | $3,411-30.8% | $5,680-58.4% | $4,125-42.8% |
| Admin fee / account holder | $58,582 | $5,956+883.5% | $13,210+343.5% | $5,651+936.7% |