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 | $18,841 | $58,627-67.9% | $76,735-75.4% | $82,448-77.1% |
| Participation rate | 76.9% | 63.2%+13.7pp | 69.5%+7.4pp | 68.1%+8.9pp |
| Annual return | 17.46% | 39.10%-21.6pp | 29.77%-12.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,411 | $1,729+39.4% | $2,454-1.8% | $2,551-5.5% |
| Participant deferral / active EE | $3,339 | $3,134+6.5% | $4,088-18.3% | $4,139-19.3% |
| Admin fee / account holder | $9,447 | $5,323+77.5% | $7,189+31.4% | $7,234+30.6% |