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 | $15,531 | $54,705-71.6% | $71,209-78.2% | $84,808-81.7% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 17.70% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,792 | $2,158-17.0% | $2,721-34.2% | $2,631-31.9% |
| Participant deferral / active EE | $2,734 | $3,030-9.8% | $4,175-34.5% | $4,212-35.1% |
| Admin fee / account holder | $6,850 | $4,863+40.8% | $5,349+28.1% | $7,344-6.7% |