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 | $111,535-79.9% | $105,223-78.7% | $137,256-83.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 20.96% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,755 | $3,939+46.1% | $3,689+56.0% | $4,156+38.5% |
| Participant deferral / active EE | $6,394 | $5,500+16.2% | $5,072+26.1% | $6,407-0.2% |
| Admin fee / account holder | $2,113 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |