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 | $18,180 | $114,381-84.1% | $107,525-83.1% | $142,382-87.2% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 17.90% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,788 | $4,015-55.5% | $3,754-52.4% | $4,299-58.4% |
| Participant deferral / active EE | $3,224 | $5,564-42.1% | $5,116-37.0% | $6,507-50.5% |
| Admin fee / account holder | $1,119 | $9,860-88.7% | $8,919-87.5% | $12,624-91.1% |