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 | $14,591 | $99,020-85.3% | $86,590-83.1% | $147,584-90.1% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 13.24% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,067 | $3,132-65.9% | $2,839-62.4% | $4,876-78.1% |
| Participant deferral / active EE | $3,996 | $3,972+0.6% | $3,609+10.7% | $5,439-26.5% |
| Admin fee / account holder | $7,042 | $5,710+23.3% | $4,906+43.5% | $10,885-35.3% |