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 | $56,641 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 14.43% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,025 | $3,442-41.2% | $2,975-31.9% | $4,299-52.9% |
| Participant deferral / active EE | $3,050 | $5,716-46.6% | $5,107-40.3% | $6,507-53.1% |
| Admin fee / account holder | $2,441 | $15,736-84.5% | $12,068-79.8% | $12,624-80.7% |