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 | $10,308 | $114,381-91.0% | $107,525-90.4% | $142,382-92.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.76% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,785 | $4,015-55.5% | $3,754-52.4% | $4,299-58.5% |
| Participant deferral / active EE | $2,957 | $5,564-46.9% | $5,116-42.2% | $6,507-54.6% |
| Admin fee / account holder | $1,634 | $9,860-83.4% | $8,919-81.7% | $12,624-87.1% |