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 | $38,253 | $111,814-65.8% | $103,374-63.0% | $145,959-73.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.09% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,138 | $4,214-49.3% | $3,869-44.8% | $4,661-54.1% |
| Participant deferral / active EE | $4,659 | $5,618-17.1% | $5,058-7.9% | $6,689-30.3% |
| Admin fee / account holder | $4,704 | $9,754-51.8% | $8,394-44.0% | $13,398-64.9% |