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 | $15,733 | $108,919-85.6% | $100,391-84.3% | $145,922-89.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.10% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,854 | $4,419-35.4% | $3,942-27.6% | $4,660-38.7% |
| Participant deferral / active EE | $5,326 | $8,445-36.9% | $8,082-34.1% | $6,688-20.4% |
| Admin fee / account holder | $4,854 | $9,689-49.9% | $7,899-38.6% | $13,397-63.8% |