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 | $12,624 | $110,261-88.6% | $95,745-86.8% | $139,434-90.9% |
| Participation rate | 73.9% | 75.8%-1.8pp | 72.3%+1.6pp | 80.3%-6.4pp |
| Annual return | 21.51% | 27.11%-5.6pp | 28.35%-6.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $927 | $3,257-71.5% | $2,835-67.3% | $4,751-80.5% |
| Participant deferral / active EE | $3,043 | $4,676-34.9% | $4,245-28.3% | $6,710-54.7% |
| Admin fee / account holder | $1,316 | $6,613-80.1% | $5,678-76.8% | $11,403-88.5% |