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 | $24,882 | $74,927-66.8% | $101,794-75.6% | $84,808-70.7% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.2%+14.6pp | 68.3%+15.5pp |
| Annual return | 13.56% | 18.70%-5.1pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,682 | $1,522+141.9% | $2,289+60.8% | $2,631+39.9% |
| Participant deferral / active EE | $1,501 | $3,099-51.6% | $4,084-63.3% | $4,212-64.4% |
| Admin fee / account holder | $410 | $6,514-93.7% | $8,777-95.3% | $7,344-94.4% |