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 | $15,656 | $154,228-89.8% | $145,433-89.2% | $137,256-88.6% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,955 | $4,804-59.3% | $4,554-57.1% | $4,156-52.9% |
| Participant deferral / active EE | $4,133 | $8,216-49.7% | $7,897-47.7% | $6,407-35.5% |
| Admin fee / account holder | $1,020 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |