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 6-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 | $18,579 | $114,381-83.8% | $107,525-82.7% | $142,382-87.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 17.55% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,568 | $4,015-60.9% | $3,754-58.2% | $4,299-63.5% |
| Participant deferral / active EE | $3,404 | $5,564-38.8% | $5,116-33.5% | $6,507-47.7% |
| Admin fee / account holder | $737 | $9,860-92.5% | $8,919-91.7% | $12,624-94.2% |