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 | $25,122 | $93,571-73.2% | $135,903-81.5% | $75,163-66.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 23.71% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,404 | $3,537-60.3% | $4,856-71.1% | $2,670-47.4% |
| Participant deferral / active EE | $5,839 | $6,404-8.8% | $7,758-24.7% | $4,125+41.5% |
| Admin fee / account holder | $1,719 | $6,975-75.4% | $10,762-84.0% | $5,651-69.6% |