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 | $14,526 | $74,888-80.6% | $71,209-79.6% | $142,382-89.8% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 18.51% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,785 | $2,854-37.5% | $2,721-34.4% | $4,299-58.5% |
| Participant deferral / active EE | $1,294 | $4,454-71.0% | $4,175-69.0% | $6,507-80.1% |
| Admin fee / account holder | $998 | $5,568-82.1% | $5,349-81.3% | $12,624-92.1% |