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 | $34,421 | $114,381-69.9% | $107,525-68.0% | $142,382-75.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 22.74% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,080 | $4,015-23.3% | $3,754-18.0% | $4,299-28.4% |
| Participant deferral / active EE | $7,580 | $5,564+36.2% | $5,116+48.2% | $6,507+16.5% |
| Admin fee / account holder | $2,468 | $9,860-75.0% | $8,919-72.3% | $12,624-80.4% |