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 | $27,343 | $142,382-80.8% | $42,613-35.8% | $142,382-80.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 73.5%+9.8pp | 80.1%+3.2pp |
| Annual return | 20.29% | 217.08%-196.8pp | 19.23%+1.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,790 | $4,299-58.4% | $1,687+6.1% | $4,299-58.4% |
| Participant deferral / active EE | $3,080 | $6,507-52.7% | $4,456-30.9% | $6,507-52.7% |
| Admin fee / account holder | $1,389 | $12,624-89.0% | $2,621-47.0% | $12,624-89.0% |