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 | $173,594 | $127,065+36.6% | $113,168+53.4% | $142,382+21.9% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 15.32% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,918 | $3,442-44.3% | $2,975-35.5% | $4,299-55.4% |
| Participant deferral / active EE | $7,672 | $5,716+34.2% | $5,107+50.2% | $6,507+17.9% |
| Admin fee / account holder | $775 | $15,736-95.1% | $12,068-93.6% | $12,624-93.9% |