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 | $16,522 | $106,584-84.5% | $101,326-83.7% | $142,382-88.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 30.10% | 36.93%-6.8pp | 36.82%-6.7pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,221 | $3,956-18.6% | $3,665-12.1% | $4,299-25.1% |
| Participant deferral / active EE | $7,027 | $8,297-15.3% | $7,994-12.1% | $6,507+8.0% |
| Admin fee / account holder | $2,937 | $11,446-74.3% | $11,185-73.7% | $12,624-76.7% |