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 | $10,786 | $74,888-85.6% | $71,209-84.9% | $142,382-92.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.82% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,993 | $2,854-30.2% | $2,721-26.8% | $4,299-53.7% |
| Participant deferral / active EE | $4,658 | $4,454+4.6% | $4,175+11.6% | $6,507-28.4% |
| Admin fee / account holder | $540 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |