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 | $13,739 | $111,754-87.7% | $103,333-86.7% | $145,922-90.6% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,357 | $4,212-67.8% | $3,868-64.9% | $4,660-70.9% |
| Participant deferral / active EE | $2,640 | $5,619-53.0% | $5,057-47.8% | $6,688-60.5% |
| Admin fee / account holder | $3,027 | $9,750-69.0% | $8,355-63.8% | $13,397-77.4% |