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 | $25,894 | $95,266-72.8% | $82,389-68.6% | $142,382-81.8% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 21.29% | 25.74%-4.4pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,324 | $2,991+78.0% | $2,517+111.5% | $4,299+23.8% |
| Participant deferral / active EE | $13,150 | $4,809+173.4% | $4,155+216.5% | $6,507+102.1% |
| Admin fee / account holder | $2,836 | $8,563-66.9% | $7,231-60.8% | $12,624-77.5% |