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 | $124,425-79.4% | $112,040-77.1% | $137,256-81.3% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 14.96% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,038 | $3,411-40.3% | $2,954-31.0% | $4,156-51.0% |
| Participant deferral / active EE | $3,724 | $5,718-34.9% | $5,098-26.9% | $6,407-41.9% |
| Admin fee / account holder | $4,928 | $15,207-67.6% | $12,098-59.3% | $12,270-59.8% |