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 | $17,075 | $111,814-84.7% | $103,374-83.5% | $145,959-88.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 17.33% | 24.77%-7.4pp | 24.89%-7.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,035 | $4,214-51.7% | $3,869-47.4% | $4,661-56.3% |
| Participant deferral / active EE | $2,543 | $5,618-54.7% | $5,058-49.7% | $6,689-62.0% |
| Admin fee / account holder | $374 | $9,754-96.2% | $8,394-95.5% | $13,398-97.2% |