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 6-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 | $15,756 | $111,754-85.9% | $103,333-84.8% | $145,922-89.2% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,304 | $4,212-45.3% | $3,868-40.4% | $4,660-50.6% |
| Participant deferral / active EE | $3,832 | $5,619-31.8% | $5,057-24.2% | $6,688-42.7% |
| Admin fee / account holder | $2,176 | $9,750-77.7% | $8,355-74.0% | $13,397-83.8% |