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 | $29,848 | $178,174-83.2% | $156,181-80.9% | $137,256-78.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 13.73% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,602 | $4,972-67.8% | $4,294-62.7% | $4,156-61.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $490 | $17,404-97.2% | $14,586-96.6% | $12,270-96.0% |