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 3-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 | $10,264 | $114,381-91.0% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 21.58% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,514 | $4,015-62.3% | $3,754-59.7% | $4,299-64.8% |
| Participant deferral / active EE | $3,999 | $5,564-28.1% | $5,116-21.8% | $6,507-38.5% |
| Admin fee / account holder | $1,027 | $9,860-89.6% | $8,919-88.5% | $12,624-91.9% |