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 | $10,012 | $114,381-91.2% | $107,525-90.7% | $142,382-93.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.54% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,028 | $4,015-24.6% | $3,754-19.3% | $4,299-29.6% |
| Participant deferral / active EE | $3,369 | $5,564-39.5% | $5,116-34.1% | $6,507-48.2% |
| Admin fee / account holder | $5,281 | $9,860-46.4% | $8,919-40.8% | $12,624-58.2% |