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 | $11,536 | $100,773-88.6% | $88,946-87.0% | $142,382-91.9% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.8%+18.1pp | 80.1%+6.8pp |
| Annual return | 21.44% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,033 | $2,918-30.3% | $2,555-20.4% | $4,299-52.7% |
| Participant deferral / active EE | $2,501 | $5,230-52.2% | $4,581-45.4% | $6,507-61.6% |
| Admin fee / account holder | $589 | $9,693-93.9% | $8,261-92.9% | $12,624-95.3% |