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 | $35,169 | $111,754-68.5% | $103,333-66.0% | $145,922-75.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.73% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,590 | $4,212-38.5% | $3,868-33.0% | $4,660-44.4% |
| Participant deferral / active EE | $5,907 | $5,619+5.1% | $5,057+16.8% | $6,688-11.7% |
| Admin fee / account holder | $5,084 | $9,750-47.9% | $8,355-39.1% | $13,397-62.1% |