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 | $7,040 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 23.75% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,642 | $2,854-42.5% | $2,721-39.7% | $4,299-61.8% |
| Participant deferral / active EE | $3,251 | $4,454-27.0% | $4,175-22.1% | $6,507-50.0% |
| Admin fee / account holder | $485 | $5,568-91.3% | $5,349-90.9% | $12,624-96.2% |