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 | $10,666 | $74,888-85.8% | $71,209-85.0% | $142,382-92.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 20.36% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,463 | $2,854-48.8% | $2,721-46.2% | $4,299-66.0% |
| Participant deferral / active EE | $1,460 | $4,454-67.2% | $4,175-65.0% | $6,507-77.6% |
| Admin fee / account holder | $755 | $5,568-86.4% | $5,349-85.9% | $12,624-94.0% |