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 | $71,271 | $85,766-16.9% | $136,294-47.7% | $70,131+1.6% |
| Participation rate | 89.9% | 74.2%+15.7pp | 81.9%+8.0pp | 69.5%+20.3pp |
| Annual return | 15.89% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $790 | $2,966-73.4% | $4,695-83.2% | $2,342-66.3% |
| Participant deferral / active EE | $2,696 | $5,051-46.6% | $6,247-56.8% | $3,332-19.1% |
| Admin fee / account holder | $4,767 | $5,420-12.1% | $9,243-48.4% | $4,645+2.6% |