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 | $13,514 | $117,983-88.5% | $101,794-86.7% | $142,382-90.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 21.76% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,446 | $2,773-47.9% | $2,289-36.8% | $4,299-66.4% |
| Participant deferral / active EE | $2,984 | $4,714-36.7% | $4,084-26.9% | $6,507-54.1% |
| Admin fee / account holder | $1,625 | $10,433-84.4% | $8,777-81.5% | $12,624-87.1% |