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 | $104,974-91.0% | $95,585-90.1% | $142,382-93.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 20.55% | 210.33%-189.8pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $964 | $2,779-65.3% | $2,527-61.9% | $4,299-77.6% |
| Participant deferral / active EE | $1,182 | $4,352-72.8% | $4,023-70.6% | $6,507-81.8% |
| Admin fee / account holder | $1,161 | $6,386-81.8% | $6,127-81.1% | $12,624-90.8% |