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 | $18,678 | $54,705-65.9% | $71,209-73.8% | $84,808-78.0% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 19.33% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,152 | $2,158-0.3% | $2,721-20.9% | $2,631-18.2% |
| Participant deferral / active EE | $4,018 | $3,030+32.6% | $4,175-3.8% | $4,212-4.6% |
| Admin fee / account holder | $1,923 | $4,863-60.5% | $5,349-64.0% | $7,344-73.8% |