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 | $14,526 | $72,071-79.8% | $68,368-78.8% | $137,256-89.4% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 18.51% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,785 | $2,788-36.0% | $2,649-32.6% | $4,156-57.1% |
| Participant deferral / active EE | $1,294 | $4,410-70.7% | $4,123-68.6% | $6,407-79.8% |
| Admin fee / account holder | $998 | $5,336-81.3% | $5,150-80.6% | $12,270-91.9% |