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 | $21,444 | $51,175-58.1% | $70,515-69.6% | $75,163-71.5% |
| Participation rate | 76.3% | 60.9%+15.4pp | 68.3%+8.0pp | 67.2%+9.1pp |
| Annual return | 25.52% | 30.02%-4.5pp | 32.77%-7.3pp | 160.62%-135.1pp |
| Employer contribution / active EE | $3,522 | $1,826+92.9% | $2,973+18.4% | $2,670+31.9% |
| Participant deferral / active EE | $5,042 | $2,849+77.0% | $4,567+10.4% | $4,125+22.2% |
| Admin fee / account holder | $368 | $4,091-91.0% | $6,412-94.3% | $5,651-93.5% |