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 | $14,019 | $63,703-78.0% | $93,063-84.9% | $82,448-83.0% |
| Participation rate | 94.3% | 63.8%+30.4pp | 72.1%+22.1pp | 68.1%+26.2pp |
| Annual return | 21.50% | -775.43%+796.9pp | 34.15%-12.7pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,122 | $1,729+22.7% | $2,476-14.3% | $2,551-16.8% |
| Participant deferral / active EE | $5,131 | $2,919+75.8% | $3,958+29.6% | $4,139+23.9% |
| Admin fee / account holder | $2,543 | $5,982-57.5% | $6,033-57.9% | $7,234-64.8% |