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 | $28,416 | $103,966-72.7% | $112,887-74.8% | $75,163-62.2% |
| Participation rate | 96.7% | 75.7%+21.0pp | 80.5%+16.2pp | 67.2%+29.5pp |
| Annual return | 14.69% | 24.54%-9.8pp | 34.10%-19.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,981 | $3,870+2.9% | $4,563-12.8% | $2,670+49.1% |
| Participant deferral / active EE | $6,202 | $5,456+13.7% | $6,513-4.8% | $4,125+50.3% |
| Admin fee / account holder | $3,893 | $7,663-49.2% | $7,047-44.8% | $5,651-31.1% |