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 | $51,940 | $111,754-53.5% | $103,333-49.7% | $145,922-64.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,594 | $4,212-38.4% | $3,868-32.9% | $4,660-44.3% |
| Participant deferral / active EE | $7,182 | $5,619+27.8% | $5,057+42.0% | $6,688+7.4% |
| Admin fee / account holder | $2,227 | $9,750-77.2% | $8,355-73.3% | $13,397-83.4% |