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 | $32,663 | $72,071-54.7% | $68,368-52.2% | $137,256-76.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,903 | $2,788+4.1% | $2,649+9.6% | $4,156-30.2% |
| Participant deferral / active EE | $8,798 | $4,410+99.5% | $4,123+113.4% | $6,407+37.3% |
| Admin fee / account holder | $1,703 | $5,336-68.1% | $5,150-66.9% | $12,270-86.1% |