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 | $6,706 | $74,888-91.0% | $71,209-90.6% | $142,382-95.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 22.20% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,325 | $2,854-53.6% | $2,721-51.3% | $4,299-69.2% |
| Participant deferral / active EE | $1,918 | $4,454-56.9% | $4,175-54.1% | $6,507-70.5% |
| Admin fee / account holder | $315 | $5,568-94.4% | $5,349-94.1% | $12,624-97.5% |