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 | $15,158 | $210,648-92.8% | $177,989-91.5% | $145,922-89.6% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 9.22% | 385.86%-376.6pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,770 | $4,565-61.2% | $3,949-55.2% | $4,660-62.0% |
| Participant deferral / active EE | $2,738 | $6,958-60.6% | $6,276-56.4% | $6,688-59.1% |
| Admin fee / account holder | $2,814 | $12,013-76.6% | $10,363-72.8% | $13,397-79.0% |