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 | $31,777 | $114,381-72.2% | $107,525-70.4% | $142,382-77.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,196 | $4,015-20.4% | $3,754-14.8% | $4,299-25.7% |
| Participant deferral / active EE | $6,296 | $5,564+13.2% | $5,116+23.1% | $6,507-3.2% |
| Admin fee / account holder | $1,334 | $9,860-86.5% | $8,919-85.0% | $12,624-89.4% |