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 | $26,152 | $100,970-74.1% | $96,576-72.9% | $137,256-80.9% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 20.93% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,502 | $3,809-34.3% | $3,553-29.6% | $4,156-39.8% |
| Participant deferral / active EE | $3,914 | $8,286-52.8% | $7,956-50.8% | $6,407-38.9% |
| Admin fee / account holder | $4,324 | $11,312-61.8% | $11,381-62.0% | $12,270-64.8% |