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 | $17,797 | $106,515-83.3% | $96,683-81.6% | $139,434-87.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 47.49% | 38.43%+9.1pp | 35.69%+11.8pp | 372.94%-325.5pp |
| Employer contribution / active EE | $2,590 | $4,103-36.9% | $3,737-30.7% | $4,751-45.5% |
| Participant deferral / active EE | $5,664 | $5,454+3.9% | $4,878+16.1% | $6,710-15.6% |
| Admin fee / account holder | $510 | $7,877-93.5% | $6,730-92.4% | $11,403-95.5% |