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 | $16,303 | $76,407-78.7% | $150,298-89.2% | $82,448-80.2% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 64.29% | 39.99%+24.3pp | 62.79%+1.5pp | 41.64%+22.7pp |
| Employer contribution / active EE | $2,264 | $2,614-13.4% | $4,154-45.5% | $2,551-11.2% |
| Participant deferral / active EE | $3,298 | $3,214+2.6% | $5,453-39.5% | $4,139-20.3% |
| Admin fee / account holder | $1,649 | $6,352-74.0% | $14,116-88.3% | $7,234-77.2% |