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 | $26,538 | $140,940-81.2% | $112,229-76.4% | $139,434-81.0% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 20.55% | 32.71%-12.2pp | 30.20%-9.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,476 | $4,283-65.5% | $3,430-57.0% | $4,751-68.9% |
| Participant deferral / active EE | $2,913 | $5,874-50.4% | $4,798-39.3% | $6,710-56.6% |
| Admin fee / account holder | $319 | $9,954-96.8% | $7,748-95.9% | $11,403-97.2% |