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 | $17,364 | $100,773-82.8% | $88,946-80.5% | $142,382-87.8% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 17.79% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,098 | $2,918-28.1% | $2,555-17.9% | $4,299-51.2% |
| Participant deferral / active EE | $4,691 | $5,230-10.3% | $4,581+2.4% | $6,507-27.9% |
| Admin fee / account holder | $3,161 | $9,693-67.4% | $8,261-61.7% | $12,624-75.0% |