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 | $14,168 | $80,717-82.4% | $154,803-90.8% | $84,808-83.3% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 59.76% | 37.96%+21.8pp | 58.88%+0.9pp | 40.90%+18.9pp |
| Employer contribution / active EE | $2,311 | $2,761-16.3% | $4,305-46.3% | $2,631-12.2% |
| Participant deferral / active EE | $4,098 | $3,303+24.1% | $5,540-26.0% | $4,212-2.7% |
| Admin fee / account holder | $699 | $6,746-89.6% | $14,329-95.1% | $7,344-90.5% |