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 3-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 | $12,486 | $114,381-89.1% | $107,525-88.4% | $142,382-91.2% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 21.26% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,748 | $4,015-31.5% | $3,754-26.8% | $4,299-36.1% |
| Participant deferral / active EE | $4,367 | $5,564-21.5% | $5,116-14.6% | $6,507-32.9% |
| Admin fee / account holder | $462 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |