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 | $36,524 | $97,125-62.4% | $86,233-57.6% | $137,256-73.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.29% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,126 | $2,841+10.0% | $2,504+24.8% | $4,156-24.8% |
| Participant deferral / active EE | $4,862 | $5,180-6.1% | $4,559+6.6% | $6,407-24.1% |
| Admin fee / account holder | $3,457 | $9,725-64.4% | $8,342-58.6% | $12,270-71.8% |