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 8-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 | $14,520 | $104,974-86.2% | $95,585-84.8% | $142,382-89.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 19.46% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,965 | $2,779-29.3% | $2,527-22.2% | $4,299-54.3% |
| Participant deferral / active EE | $3,096 | $4,352-28.9% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $1,341 | $6,386-79.0% | $6,127-78.1% | $12,624-89.4% |