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 | $25,367 | $54,705-53.6% | $71,209-64.4% | $84,808-70.1% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 22.84% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,579 | $2,158+19.5% | $2,721-5.2% | $2,631-2.0% |
| Participant deferral / active EE | $3,650 | $3,030+20.4% | $4,175-12.6% | $4,212-13.3% |
| Admin fee / account holder | $545 | $4,863-88.8% | $5,349-89.8% | $7,344-92.6% |