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 7-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 | $14,712 | $114,381-87.1% | $107,525-86.3% | $142,382-89.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 18.10% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,206 | $4,015-45.1% | $3,754-41.2% | $4,299-48.7% |
| Participant deferral / active EE | $4,792 | $5,564-13.9% | $5,116-6.3% | $6,507-26.4% |
| Admin fee / account holder | $1,356 | $9,860-86.2% | $8,919-84.8% | $12,624-89.3% |