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 | $17,967 | $69,207-74.0% | $64,056-72.0% | $139,434-87.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 26.18% | 45.88%-19.7pp | 33.69%-7.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,479 | $3,182-53.5% | $2,747-46.2% | $4,751-68.9% |
| Participant deferral / active EE | $9,144 | $4,682+95.3% | $3,880+135.7% | $6,710+36.3% |
| Admin fee / account holder | $2,551 | $4,244-39.9% | $3,068-16.9% | $11,403-77.6% |