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 | $18,886 | $159,901-88.2% | $146,958-87.1% | $145,922-87.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.58% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,062 | $5,286-61.0% | $4,933-58.2% | $4,660-55.7% |
| Participant deferral / active EE | $8,707 | $8,428+3.3% | $8,070+7.9% | $6,688+30.2% |
| Admin fee / account holder | $1,673 | $15,044-88.9% | $12,998-87.1% | $13,397-87.5% |