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 | $22,231 | $159,934-86.1% | $147,005-84.9% | $145,959-84.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.24% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,518 | $5,287-71.3% | $4,934-69.2% | $4,661-67.4% |
| Participant deferral / active EE | $4,127 | $8,427-51.0% | $8,070-48.9% | $6,689-38.3% |
| Admin fee / account holder | $921 | $15,053-93.9% | $13,006-92.9% | $13,398-93.1% |