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 | $14,019 | $64,839-78.4% | $95,585-85.3% | $84,808-83.5% |
| Participation rate | 94.3% | 63.8%+30.4pp | 72.1%+22.2pp | 68.3%+25.9pp |
| Annual return | 21.50% | -670.96%+692.5pp | 38.56%-17.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,122 | $1,759+20.6% | $2,527-16.0% | $2,631-19.4% |
| Participant deferral / active EE | $5,131 | $2,965+73.0% | $4,023+27.5% | $4,212+21.8% |
| Admin fee / account holder | $2,543 | $5,964-57.4% | $6,127-58.5% | $7,344-65.4% |