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 | $19,336 | $100,773-80.8% | $88,946-78.3% | $142,382-86.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,592 | $2,918-45.4% | $2,555-37.7% | $4,299-63.0% |
| Participant deferral / active EE | $1,990 | $5,230-61.9% | $4,581-56.6% | $6,507-69.4% |
| Admin fee / account holder | $379 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |