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 | $51,712 | $111,754-53.7% | $103,333-50.0% | $145,922-64.6% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 11.05% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,660 | $4,212-36.9% | $3,868-31.2% | $4,660-42.9% |
| Participant deferral / active EE | $6,608 | $5,619+17.6% | $5,057+30.7% | $6,688-1.2% |
| Admin fee / account holder | $3,046 | $9,750-68.8% | $8,355-63.5% | $13,397-77.3% |