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 | $24,540 | $159,901-84.7% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 13.98% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,260 | $5,286-38.3% | $4,933-33.9% | $4,660-30.0% |
| Participant deferral / active EE | $5,140 | $8,428-39.0% | $8,070-36.3% | $6,688-23.1% |
| Admin fee / account holder | $660 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |