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 | $96,638 | $114,381-15.5% | $107,525-10.1% | $142,382-32.1% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 18.44% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,387 | $4,015-40.5% | $3,754-36.4% | $4,299-44.5% |
| Participant deferral / active EE | $3,671 | $5,564-34.0% | $5,116-28.2% | $6,507-43.6% |
| Admin fee / account holder | $14,776 | $9,860+49.9% | $8,919+65.7% | $12,624+17.0% |