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 | $11,094 | $114,381-90.3% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 20.15% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,991 | $4,015-50.4% | $3,754-47.0% | $4,299-53.7% |
| Participant deferral / active EE | $2,844 | $5,564-48.9% | $5,116-44.4% | $6,507-56.3% |
| Admin fee / account holder | $1,837 | $9,860-81.4% | $8,919-79.4% | $12,624-85.5% |