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 | $22,412 | $114,381-80.4% | $107,525-79.2% | $142,382-84.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 20.96% | 242.71%-221.7pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,755 | $4,015+43.3% | $3,754+53.3% | $4,299+33.9% |
| Participant deferral / active EE | $6,394 | $5,564+14.9% | $5,116+25.0% | $6,507-1.7% |
| Admin fee / account holder | $2,113 | $9,860-78.6% | $8,919-76.3% | $12,624-83.3% |