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 | $18,967 | $111,754-83.0% | $103,333-81.6% | $145,922-87.0% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 20.21% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,730 | $4,212-58.9% | $3,868-55.3% | $4,660-62.9% |
| Participant deferral / active EE | $3,774 | $5,619-32.8% | $5,057-25.4% | $6,688-43.6% |
| Admin fee / account holder | $526 | $9,750-94.6% | $8,355-93.7% | $13,397-96.1% |