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 | $28,748 | $111,535-74.2% | $105,223-72.7% | $137,256-79.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 15.17% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,729 | $3,939-30.7% | $3,689-26.0% | $4,156-34.3% |
| Participant deferral / active EE | $4,030 | $5,500-26.7% | $5,072-20.5% | $6,407-37.1% |
| Admin fee / account holder | $5,552 | $9,721-42.9% | $8,859-37.3% | $12,270-54.8% |