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 | $28,600 | $111,724-74.4% | $93,606-69.4% | $145,922-80.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 16.10% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,527 | $3,090-18.2% | $2,420+4.4% | $4,660-45.8% |
| Participant deferral / active EE | $5,091 | $4,912+3.7% | $4,411+15.4% | $6,688-23.9% |
| Admin fee / account holder | $3,411 | $10,250-66.7% | $8,285-58.8% | $13,397-74.5% |