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 | $30,259 | $95,266-68.2% | $82,389-63.3% | $142,382-78.7% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 20.29% | 25.74%-5.4pp | 28.67%-8.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,077 | $2,991-30.6% | $2,517-17.5% | $4,299-51.7% |
| Participant deferral / active EE | $5,393 | $4,809+12.2% | $4,155+29.8% | $6,507-17.1% |
| Admin fee / account holder | $753 | $8,563-91.2% | $7,231-89.6% | $12,624-94.0% |