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 | $27,011 | $109,881-75.4% | $150,045-82.0% | $84,808-68.2% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 23.69% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,077 | $3,561-41.7% | $4,693-55.8% | $2,631-21.1% |
| Participant deferral / active EE | $3,629 | $6,636-45.3% | $7,997-54.6% | $4,212-13.8% |
| Admin fee / account holder | $628 | $8,568-92.7% | $13,435-95.3% | $7,344-91.5% |