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 | $26,571 | $117,983-77.5% | $101,794-73.9% | $142,382-81.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 21.53% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,379 | $2,773-50.3% | $2,289-39.7% | $4,299-67.9% |
| Participant deferral / active EE | $9,425 | $4,714+100.0% | $4,084+130.8% | $6,507+44.8% |
| Admin fee / account holder | $2,654 | $10,433-74.6% | $8,777-69.8% | $12,624-79.0% |