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 | $30,408 | $127,065-76.1% | $113,168-73.1% | $142,382-78.6% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 17.46% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,197 | $3,442-65.2% | $2,975-59.8% | $4,299-72.2% |
| Participant deferral / active EE | $4,693 | $5,716-17.9% | $5,107-8.1% | $6,507-27.9% |
| Admin fee / account holder | $915 | $15,736-94.2% | $12,068-92.4% | $12,624-92.8% |