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 | $74,888-87.9% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 24.69% | 345.14%-320.4pp | 282.51%-257.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,661 | $2,854-41.8% | $2,721-38.9% | $4,299-61.4% |
| Participant deferral / active EE | $2,698 | $4,454-39.4% | $4,175-35.4% | $6,507-58.5% |
| Admin fee / account holder | $413 | $5,568-92.6% | $5,349-92.3% | $12,624-96.7% |