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 | $59,238 | $65,703-9.8% | $94,224-37.1% | $59,632-0.7% |
| Participation rate | 92.4% | 72.1%+20.3pp | 78.8%+13.7pp | 68.7%+23.8pp |
| Annual return | -2.43% | 5.22%-7.6pp | 10.68%-13.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,323 | $2,021+15.0% | $3,587-35.2% | $2,203+5.5% |
| Participant deferral / active EE | $4,334 | $3,143+37.9% | $4,320+0.3% | $3,192+35.8% |
| Admin fee / account holder | $1,602 | $4,264-62.4% | $6,269-74.4% | $4,297-62.7% |