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 | $16,616 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,139 | $4,804-76.3% | $4,554-75.0% | $4,156-72.6% |
| Participant deferral / active EE | $4,577 | $8,216-44.3% | $7,897-42.0% | $6,407-28.6% |
| Admin fee / account holder | $379 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |