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 | $16,978 | $25,014-32.1% | $69,647-75.6% | $80,856-79.0% |
| Participation rate | 87.0% | 64.2%+22.7pp | 66.5%+20.5pp | 67.6%+19.3pp |
| Annual return | 14.75% | 19.07%-4.3pp | 100.48%-85.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,581 | $993+59.2% | $1,712-7.7% | $2,755-42.6% |
| Participant deferral / active EE | $2,002 | $1,839+8.9% | $2,886-30.6% | $4,296-53.4% |
| Admin fee / account holder | $599 | $2,488-75.9% | $4,713-87.3% | $6,918-91.3% |