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 6-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 | $13,089 | $114,381-88.6% | $107,525-87.8% | $142,382-90.8% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 21.85% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,607 | $4,015-35.1% | $3,754-30.5% | $4,299-39.4% |
| Participant deferral / active EE | $6,124 | $5,564+10.1% | $5,116+19.7% | $6,507-5.9% |
| Admin fee / account holder | $897 | $9,860-90.9% | $8,919-89.9% | $12,624-92.9% |