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 | $21,534 | $53,053-59.4% | $126,539-83.0% | $74,304-71.0% |
| Participation rate | 75.5% | 48.0%+27.4pp | 69.8%+5.7pp | 60.3%+15.1pp |
| Annual return | 18.60% | 29.46%-10.9pp | 425.95%-407.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,784 | $1,168+52.8% | $3,674-51.4% | $2,241-20.4% |
| Participant deferral / active EE | $3,923 | $2,303+70.3% | $4,083-3.9% | $3,767+4.1% |
| Admin fee / account holder | $2,262 | $3,698-38.8% | $6,065-62.7% | $2,969-23.8% |