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 3-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 | $38,638 | $127,065-69.6% | $113,168-65.9% | $142,382-72.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 19.18% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,358 | $3,442+26.6% | $2,975+46.5% | $4,299+1.4% |
| Participant deferral / active EE | $8,727 | $5,716+52.7% | $5,107+70.9% | $6,507+34.1% |
| Admin fee / account holder | $2,170 | $15,736-86.2% | $12,068-82.0% | $12,624-82.8% |