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 | $17,083 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 21.64% | 33.31%-11.7pp | 64.67%-43.0pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,701 | $3,100-12.9% | $4,672-42.2% | $2,755-2.0% |
| Participant deferral / active EE | $4,685 | $3,452+35.7% | $5,626-16.7% | $4,296+9.1% |
| Admin fee / account holder | $1,264 | $7,997-84.2% | $15,912-92.1% | $6,918-81.7% |