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 | $34,745 | $148,534-76.6% | $135,903-74.4% | $139,434-75.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.14% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,205 | $5,243-57.9% | $4,856-54.6% | $4,751-53.6% |
| Participant deferral / active EE | $5,259 | $8,100-35.1% | $7,758-32.2% | $6,710-21.6% |
| Admin fee / account holder | $3,149 | $12,400-74.6% | $10,762-70.7% | $11,403-72.4% |