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 | $14,149 | $74,888-81.1% | $71,209-80.1% | $142,382-90.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 16.37% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $892 | $2,854-68.8% | $2,721-67.2% | $4,299-79.3% |
| Participant deferral / active EE | $1,519 | $4,454-65.9% | $4,175-63.6% | $6,507-76.7% |
| Admin fee / account holder | $793 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |