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 | $34,371 | $127,065-73.0% | $113,168-69.6% | $142,382-75.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 23.61% | 24.03%-0.4pp | 24.27%-0.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,141 | $3,442-37.8% | $2,975-28.1% | $4,299-50.2% |
| Participant deferral / active EE | $5,197 | $5,716-9.1% | $5,107+1.8% | $6,507-20.1% |
| Admin fee / account holder | $1,107 | $15,736-93.0% | $12,068-90.8% | $12,624-91.2% |