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 | $13,754 | $111,754-87.7% | $103,333-86.7% | $145,922-90.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 13.12% | 24.77%-11.6pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,232 | $4,212-47.0% | $3,868-42.3% | $4,660-52.1% |
| Participant deferral / active EE | $3,865 | $5,619-31.2% | $5,057-23.6% | $6,688-42.2% |
| Admin fee / account holder | $887 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |