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 | $12,518 | $94,338-86.7% | $100,534-87.5% | $142,382-91.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 80.6%+12.7pp | 80.1%+13.2pp |
| Annual return | 15.47% | 29.20%-13.7pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,506 | $4,237+29.9% | $4,346+26.7% | $4,299+28.1% |
| Participant deferral / active EE | $9,836 | $5,934+65.7% | $6,144+60.1% | $6,507+51.1% |
| Admin fee / account holder | $3,987 | $8,421-52.7% | $7,654-47.9% | $12,624-68.4% |