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 | $14,149 | $106,515-86.7% | $96,683-85.4% | $139,434-89.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 28.78% | 38.43%-9.6pp | 35.69%-6.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,506 | $4,103-38.9% | $3,737-32.9% | $4,751-47.3% |
| Participant deferral / active EE | $5,343 | $5,454-2.0% | $4,878+9.5% | $6,710-20.4% |
| Admin fee / account holder | $1,639 | $7,877-79.2% | $6,730-75.6% | $11,403-85.6% |