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 | $18,270 | $48,230-62.1% | $67,502-72.9% | $80,856-77.4% |
| Participation rate | 94.3% | 66.4%+27.9pp | 72.9%+21.4pp | 67.6%+26.6pp |
| Annual return | 17.48% | 18.28%-0.8pp | 3512.12%-3494.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,736 | $2,020+35.5% | $2,731+0.2% | $2,755-0.7% |
| Participant deferral / active EE | $5,445 | $2,924+86.2% | $4,000+36.1% | $4,296+26.8% |
| Admin fee / account holder | $2,318 | $3,681-37.0% | $3,998-42.0% | $6,918-66.5% |