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 | $11,073 | $114,381-90.3% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 20.80% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,841 | $4,015-4.3% | $3,754+2.3% | $4,299-10.7% |
| Participant deferral / active EE | $3,273 | $5,564-41.2% | $5,116-36.0% | $6,507-49.7% |
| Admin fee / account holder | $433 | $9,860-95.6% | $8,919-95.1% | $12,624-96.6% |