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 | $5,633 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 20.68% | 210.33%-189.7pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,197 | $2,779-56.9% | $2,527-52.6% | $4,299-72.2% |
| Participant deferral / active EE | $1,517 | $4,352-65.2% | $4,023-62.3% | $6,507-76.7% |
| Admin fee / account holder | $1,019 | $6,386-84.0% | $6,127-83.4% | $12,624-91.9% |