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 | $21,594 | $111,754-80.7% | $103,333-79.1% | $145,922-85.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.12% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,732 | $4,212-58.9% | $3,868-55.2% | $4,660-62.8% |
| Participant deferral / active EE | $1,631 | $5,619-71.0% | $5,057-67.8% | $6,688-75.6% |
| Admin fee / account holder | $437 | $9,750-95.5% | $8,355-94.8% | $13,397-96.7% |