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 | $10,900 | $114,381-90.5% | $107,525-89.9% | $142,382-92.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 19.50% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,763 | $4,015-56.1% | $3,754-53.0% | $4,299-59.0% |
| Participant deferral / active EE | $4,561 | $5,564-18.0% | $5,116-10.8% | $6,507-29.9% |
| Admin fee / account holder | $2,038 | $9,860-79.3% | $8,919-77.1% | $12,624-83.9% |