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 | $11,344 | $49,915-77.3% | $154,803-92.7% | $74,304-84.7% |
| Participation rate | 97.0% | 54.0%+43.0pp | 78.1%+18.9pp | 60.3%+36.7pp |
| Annual return | 23.98% | 34.06%-10.1pp | 58.88%-34.9pp | 29.43%-5.5pp |
| Employer contribution / active EE | $2,001 | $1,611+24.2% | $4,305-53.5% | $2,241-10.7% |
| Participant deferral / active EE | $4,125 | $2,255+83.0% | $5,540-25.5% | $3,767+9.5% |
| Admin fee / account holder | $1,074 | $2,189-50.9% | $14,329-92.5% | $2,969-63.8% |