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 | $62,985 | $117,983-46.6% | $101,794-38.1% | $142,382-55.8% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 10.54% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,742 | $2,773-37.2% | $2,289-23.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,457 | $4,714-47.9% | $4,084-39.8% | $6,507-62.2% |
| Admin fee / account holder | $49,288 | $10,433+372.4% | $8,777+461.6% | $12,624+290.4% |