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 | $31,428 | $100,773-68.8% | $88,946-64.7% | $142,382-77.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 17.30% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,422 | $2,918-17.0% | $2,555-5.2% | $4,299-43.7% |
| Participant deferral / active EE | $4,350 | $5,230-16.8% | $4,581-5.0% | $6,507-33.1% |
| Admin fee / account holder | $18,890 | $9,693+94.9% | $8,261+128.7% | $12,624+49.6% |