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 | $28,610 | $95,266-70.0% | $82,389-65.3% | $142,382-79.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 13.21% | 25.74%-12.5pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,204 | $2,991+107.4% | $2,517+146.5% | $4,299+44.3% |
| Participant deferral / active EE | $2,223 | $4,809-53.8% | $4,155-46.5% | $6,507-65.8% |
| Admin fee / account holder | $10,702 | $8,563+25.0% | $7,231+48.0% | $12,624-15.2% |