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 | $19,766 | $114,381-82.7% | $107,525-81.6% | $142,382-86.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.77% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,515 | $4,015-62.3% | $3,754-59.6% | $4,299-64.8% |
| Participant deferral / active EE | $3,103 | $5,564-44.2% | $5,116-39.4% | $6,507-52.3% |
| Admin fee / account holder | $3,827 | $9,860-61.2% | $8,919-57.1% | $12,624-69.7% |