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 | $26,197 | $114,381-77.1% | $107,525-75.6% | $142,382-81.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 19.22% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,271 | $4,015-43.4% | $3,754-39.5% | $4,299-47.2% |
| Participant deferral / active EE | $3,133 | $5,564-43.7% | $5,116-38.8% | $6,507-51.8% |
| Admin fee / account holder | $400 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |