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 | $22,703 | $159,901-85.8% | $146,958-84.6% | $145,922-84.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.56% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,019 | $5,286-61.8% | $4,933-59.1% | $4,660-56.7% |
| Participant deferral / active EE | $5,070 | $8,428-39.8% | $8,070-37.2% | $6,688-24.2% |
| Admin fee / account holder | $6,032 | $15,044-59.9% | $12,998-53.6% | $13,397-55.0% |