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 | $5,461 | $51,175-89.3% | $70,515-92.3% | $75,163-92.7% |
| Participation rate | 88.0% | 60.9%+27.1pp | 68.3%+19.7pp | 67.2%+20.8pp |
| Annual return | 24.39% | 30.02%-5.6pp | 32.77%-8.4pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,853 | $1,826+1.5% | $2,973-37.7% | $2,670-30.6% |
| Participant deferral / active EE | $1,966 | $2,849-31.0% | $4,567-56.9% | $4,125-52.3% |
| Admin fee / account holder | $429 | $4,091-89.5% | $6,412-93.3% | $5,651-92.4% |