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 | $19,238 | $111,754-82.8% | $103,333-81.4% | $145,922-86.8% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 18.16% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,707 | $4,212-59.5% | $3,868-55.9% | $4,660-63.4% |
| Participant deferral / active EE | $4,832 | $5,619-14.0% | $5,057-4.5% | $6,688-27.8% |
| Admin fee / account holder | $370 | $9,750-96.2% | $8,355-95.6% | $13,397-97.2% |