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 | $20,318 | $183,519-88.9% | $155,509-86.9% | $145,922-86.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.27% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,520 | $5,313-52.6% | $4,672-46.1% | $4,660-45.9% |
| Participant deferral / active EE | $5,288 | $6,462-18.2% | $5,626-6.0% | $6,688-20.9% |
| Admin fee / account holder | $2,413 | $19,313-87.5% | $15,912-84.8% | $13,397-82.0% |