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 | $11,296 | $117,983-90.4% | $101,794-88.9% | $142,382-92.1% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 18.36% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,090 | $2,773-24.6% | $2,289-8.7% | $4,299-51.4% |
| Participant deferral / active EE | $2,142 | $4,714-54.6% | $4,084-47.5% | $6,507-67.1% |
| Admin fee / account holder | $1,352 | $10,433-87.0% | $8,777-84.6% | $12,624-89.3% |