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 | $18,654 | $111,535-83.3% | $105,223-82.3% | $137,256-86.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 26.96% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,655 | $3,939-58.0% | $3,689-55.1% | $4,156-60.2% |
| Participant deferral / active EE | $1,852 | $5,500-66.3% | $5,072-63.5% | $6,407-71.1% |
| Admin fee / account holder | $1,278 | $9,721-86.9% | $8,859-85.6% | $12,270-89.6% |