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 | $29,209 | $77,314-62.2% | $177,989-83.6% | $80,856-63.9% |
| Participation rate | 92.6% | 65.7%+26.9pp | 77.1%+15.5pp | 67.6%+25.0pp |
| Annual return | 20.96% | 18.09%+2.9pp | 294.48%-273.5pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,355 | $2,292+2.8% | $3,949-40.3% | $2,755-14.5% |
| Participant deferral / active EE | $5,014 | $4,411+13.7% | $6,276-20.1% | $4,296+16.7% |
| Admin fee / account holder | $996 | $7,191-86.1% | $10,363-90.4% | $6,918-85.6% |