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 | $59,633 | $88,672-32.7% | $105,223-43.3% | $82,448-27.7% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 17.97% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,408 | $3,048-21.0% | $3,689-34.7% | $2,551-5.6% |
| Participant deferral / active EE | $3,202 | $4,036-20.7% | $5,072-36.9% | $4,139-22.6% |
| Admin fee / account holder | $6,010 | $7,146-15.9% | $8,859-32.2% | $7,234-16.9% |