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 | $15,203 | $77,899-80.5% | $149,673-89.8% | $75,163-79.8% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 26.48% | 31.72%-5.2pp | 134.42%-107.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,687 | $3,137-46.2% | $4,818-65.0% | $2,670-36.8% |
| Participant deferral / active EE | $4,173 | $3,411+22.3% | $5,680-26.5% | $4,125+1.2% |
| Admin fee / account holder | $1,348 | $5,956-77.4% | $13,210-89.8% | $5,651-76.2% |