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 | $10,336 | $72,071-85.7% | $68,368-84.9% | $137,256-92.5% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 15.40% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,213 | $2,788+15.2% | $2,649+21.3% | $4,156-22.7% |
| Participant deferral / active EE | $4,725 | $4,410+7.1% | $4,123+14.6% | $6,407-26.3% |
| Admin fee / account holder | $5,649 | $5,336+5.9% | $5,150+9.7% | $12,270-54.0% |