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 | $9,093 | $72,071-87.4% | $68,368-86.7% | $137,256-93.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 24.69% | 353.14%-328.4pp | 292.57%-267.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,661 | $2,788-40.4% | $2,649-37.3% | $4,156-60.0% |
| Participant deferral / active EE | $2,698 | $4,410-38.8% | $4,123-34.6% | $6,407-57.9% |
| Admin fee / account holder | $413 | $5,336-92.3% | $5,150-92.0% | $12,270-96.6% |