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 | $112,729-90.0% | $98,716-88.6% | $137,256-91.8% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.3%+26.5pp | 80.0%+15.9pp |
| Annual return | 18.36% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,090 | $2,725-23.3% | $2,279-8.3% | $4,156-49.7% |
| Participant deferral / active EE | $2,142 | $4,640-53.8% | $4,048-47.1% | $6,407-66.6% |
| Admin fee / account holder | $1,352 | $10,129-86.7% | $8,703-84.5% | $12,270-89.0% |