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 | $31,703 | $127,065-75.0% | $113,168-72.0% | $142,382-77.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.16% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,968 | $3,442-42.8% | $2,975-33.9% | $4,299-54.2% |
| Participant deferral / active EE | $2,705 | $5,716-52.7% | $5,107-47.0% | $6,507-58.4% |
| Admin fee / account holder | $858 | $15,736-94.5% | $12,068-92.9% | $12,624-93.2% |