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 | $14,133 | $111,754-87.4% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.62% | 24.77%-9.1pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,070 | $4,212-50.9% | $3,868-46.5% | $4,660-55.6% |
| Participant deferral / active EE | $3,660 | $5,619-34.9% | $5,057-27.6% | $6,688-45.3% |
| Admin fee / account holder | $351 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |