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 | $36,578 | $165,984-78.0% | $164,813-77.8% | $145,922-74.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.28% | 100.03%-85.8pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,529 | $5,273-33.1% | $4,341-18.7% | $4,660-24.3% |
| Participant deferral / active EE | $4,693 | $6,959-32.6% | $6,031-22.2% | $6,688-29.8% |
| Admin fee / account holder | $1,456 | $16,648-91.3% | $12,690-88.5% | $13,397-89.1% |