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 | $25,656 | $127,065-79.8% | $113,168-77.3% | $142,382-82.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 14.96% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,038 | $3,442-40.8% | $2,975-31.5% | $4,299-52.6% |
| Participant deferral / active EE | $3,724 | $5,716-34.8% | $5,107-27.1% | $6,507-42.8% |
| Admin fee / account holder | $4,928 | $15,736-68.7% | $12,068-59.2% | $12,624-61.0% |