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 | $20,649 | $159,602-87.1% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 21.14% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,972 | $4,961-60.2% | $4,693-58.0% | $4,299-54.1% |
| Participant deferral / active EE | $3,369 | $8,310-59.5% | $7,997-57.9% | $6,507-48.2% |
| Admin fee / account holder | $496 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |