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 | $12,419 | $114,381-89.1% | $107,525-88.5% | $142,382-91.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 18.32% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,764 | $4,015-56.1% | $3,754-53.0% | $4,299-59.0% |
| Participant deferral / active EE | $3,438 | $5,564-38.2% | $5,116-32.8% | $6,507-47.2% |
| Admin fee / account holder | $403 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |