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 | $8,281 | $104,974-92.1% | $95,585-91.3% | $142,382-94.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 17.43% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,548 | $2,779-44.3% | $2,527-38.7% | $4,299-64.0% |
| Participant deferral / active EE | $2,800 | $4,352-35.7% | $4,023-30.4% | $6,507-57.0% |
| Admin fee / account holder | $2,007 | $6,386-68.6% | $6,127-67.2% | $12,624-84.1% |