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 | $23,831 | $81,248-70.7% | $155,509-84.7% | $80,856-70.5% |
| Participation rate | 98.5% | 66.2%+32.3pp | 78.2%+20.3pp | 67.6%+30.9pp |
| Annual return | 15.97% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,083 | $3,100+31.7% | $4,672-12.6% | $2,755+48.2% |
| Participant deferral / active EE | $2,921 | $3,452-15.4% | $5,626-48.1% | $4,296-32.0% |
| Admin fee / account holder | $2,521 | $7,997-68.5% | $15,912-84.2% | $6,918-63.6% |