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 3-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 | $16,704 | $177,572-90.6% | $154,803-89.2% | $142,382-88.3% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 21.74% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,684 | $4,810-65.0% | $4,305-60.9% | $4,299-60.8% |
| Participant deferral / active EE | $3,097 | $6,272-50.6% | $5,540-44.1% | $6,507-52.4% |
| Admin fee / account holder | $873 | $16,786-94.8% | $14,329-93.9% | $12,624-93.1% |