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 3-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 | $64,023 | $159,901-60.0% | $146,958-56.4% | $145,922-56.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.54% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,467 | $5,286-72.3% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $3,399 | $8,428-59.7% | $8,070-57.9% | $6,688-49.2% |
| Admin fee / account holder | $3,094 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |