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 | $12,628 | $58,208-78.3% | $81,812-84.6% | $80,856-84.4% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 17.00% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,242 | $2,340-4.2% | $2,912-23.0% | $2,755-18.6% |
| Participant deferral / active EE | $4,364 | $3,281+33.0% | $4,319+1.1% | $4,296+1.6% |
| Admin fee / account holder | $3,968 | $4,981-20.3% | $7,386-46.3% | $6,918-42.6% |