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 | $87,603 | $102,317-14.4% | $146,958-40.4% | $80,856+8.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 15.31% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,492 | $3,713-32.9% | $4,933-49.5% | $2,755-9.6% |
| Participant deferral / active EE | $10,398 | $6,644+56.5% | $8,070+28.9% | $4,296+142.1% |
| Admin fee / account holder | $7,434 | $7,941-6.4% | $12,998-42.8% | $6,918+7.5% |