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 | $32,803 | $48,230-32.0% | $67,502-51.4% | $80,856-59.4% |
| Participation rate | 86.4% | 66.4%+20.1pp | 72.9%+13.6pp | 67.6%+18.8pp |
| Annual return | 12.01% | 18.28%-6.3pp | 3512.12%-3500.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,925 | $2,020+44.9% | $2,731+7.1% | $2,755+6.2% |
| Participant deferral / active EE | $1,423 | $2,924-51.3% | $4,000-64.4% | $4,296-66.9% |
| Admin fee / account holder | $3,478 | $3,681-5.5% | $3,998-13.0% | $6,918-49.7% |