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 | $114,381-83.7% | $107,525-82.7% | $142,382-86.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 25.03% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,655 | $4,015-58.8% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $1,852 | $5,564-66.7% | $5,116-63.8% | $6,507-71.5% |
| Admin fee / account holder | $1,278 | $9,860-87.0% | $8,919-85.7% | $12,624-89.9% |