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 | $21,289 | $172,478-87.7% | $145,661-85.4% | $142,382-85.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 9.82% | 151.09%-141.3pp | 101.46%-91.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,922 | $4,899-40.4% | $4,238-31.0% | $4,299-32.0% |
| Participant deferral / active EE | $5,961 | $8,348-28.6% | $7,198-17.2% | $6,507-8.4% |
| Admin fee / account holder | $23,794 | $16,864+41.1% | $12,466+90.9% | $12,624+88.5% |