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 | $26,260 | $111,814-76.5% | $103,374-74.6% | $145,959-82.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.89%-13.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,519 | $4,214+31.0% | $3,869+42.6% | $4,661+18.4% |
| Participant deferral / active EE | $5,300 | $5,618-5.7% | $5,058+4.8% | $6,689-20.8% |
| Admin fee / account holder | $2,103 | $9,754-78.4% | $8,394-75.0% | $13,398-84.3% |