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 | $29,385 | $93,571-68.6% | $135,903-78.4% | $75,163-60.9% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 180.94% | 30.90%+150.0pp | 68.23%+112.7pp | 160.62%+20.3pp |
| Employer contribution / active EE | $2,410 | $3,537-31.8% | $4,856-50.4% | $2,670-9.7% |
| Participant deferral / active EE | $13,085 | $6,404+104.3% | $7,758+68.7% | $4,125+217.2% |
| Admin fee / account holder | $2,733 | $6,975-60.8% | $10,762-74.6% | $5,651-51.6% |