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 3-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 | $20,900 | $100,773-79.3% | $88,946-76.5% | $142,382-85.3% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 20.34% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,502 | $2,918-14.3% | $2,555-2.1% | $4,299-41.8% |
| Participant deferral / active EE | $3,515 | $5,230-32.8% | $4,581-23.3% | $6,507-46.0% |
| Admin fee / account holder | $391 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |