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 3-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 | $9,489 | $101,618-90.7% | $93,063-89.8% | $137,256-93.1% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 20.55% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $964 | $2,707-64.4% | $2,476-61.1% | $4,156-76.8% |
| Participant deferral / active EE | $1,182 | $4,279-72.4% | $3,958-70.1% | $6,407-81.6% |
| Admin fee / account holder | $1,161 | $6,198-81.3% | $6,033-80.8% | $12,270-90.5% |