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 | $16,002 | $100,773-84.1% | $88,946-82.0% | $142,382-88.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 19.45% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,519 | $2,918-47.9% | $2,555-40.5% | $4,299-64.7% |
| Participant deferral / active EE | $2,350 | $5,230-55.1% | $4,581-48.7% | $6,507-63.9% |
| Admin fee / account holder | $1,098 | $9,693-88.7% | $8,261-86.7% | $12,624-91.3% |