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 | $19,273 | $118,427-83.7% | $66,042-70.8% | $142,382-86.5% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 17.36% | 35.57%-18.2pp | 52.11%-34.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,898 | $2,570-26.2% | $1,579+20.2% | $4,299-55.9% |
| Participant deferral / active EE | $3,025 | $4,311-29.8% | $2,835+6.7% | $6,507-53.5% |
| Admin fee / account holder | $410 | $9,593-95.7% | $5,747-92.9% | $12,624-96.8% |