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 | $12,828 | $74,888-82.9% | $71,209-82.0% | $142,382-91.0% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 17.22% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,677 | $2,854-41.2% | $2,721-38.4% | $4,299-61.0% |
| Participant deferral / active EE | $2,430 | $4,454-45.5% | $4,175-41.8% | $6,507-62.7% |
| Admin fee / account holder | $516 | $5,568-90.7% | $5,349-90.4% | $12,624-95.9% |