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 | $20,295 | $80,717-74.9% | $154,803-86.9% | $84,808-76.1% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.2pp | 68.3%+29.9pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,705 | $2,761+70.4% | $4,305+9.3% | $2,631+78.8% |
| Participant deferral / active EE | $3,330 | $3,303+0.8% | $5,540-39.9% | $4,212-20.9% |
| Admin fee / account holder | $699 | $6,746-89.6% | $14,329-95.1% | $7,344-90.5% |