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 | $13,886 | $114,381-87.9% | $107,525-87.1% | $142,382-90.2% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 19.02% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,141 | $4,015-46.7% | $3,754-43.0% | $4,299-50.2% |
| Participant deferral / active EE | $3,033 | $5,564-45.5% | $5,116-40.7% | $6,507-53.4% |
| Admin fee / account holder | $1,184 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |