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 | $11,601 | $117,983-90.2% | $101,794-88.6% | $142,382-91.9% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 17.58% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,518 | $2,773-45.3% | $2,289-33.7% | $4,299-64.7% |
| Participant deferral / active EE | $3,499 | $4,714-25.8% | $4,084-14.3% | $6,507-46.2% |
| Admin fee / account holder | $1,813 | $10,433-82.6% | $8,777-79.3% | $12,624-85.6% |