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 | $24,570 | $114,381-78.5% | $107,525-77.1% | $142,382-82.7% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 15.55% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,078 | $4,015-48.3% | $3,754-44.7% | $4,299-51.7% |
| Participant deferral / active EE | $4,678 | $5,564-15.9% | $5,116-8.6% | $6,507-28.1% |
| Admin fee / account holder | $1,286 | $9,860-87.0% | $8,919-85.6% | $12,624-89.8% |