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 | $31,024 | $114,381-72.9% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.75% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,581 | $4,015-35.7% | $3,754-31.2% | $4,299-40.0% |
| Participant deferral / active EE | $4,906 | $5,564-11.8% | $5,116-4.1% | $6,507-24.6% |
| Admin fee / account holder | $2,184 | $9,860-77.8% | $8,919-75.5% | $12,624-82.7% |