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 | $10,711 | $101,618-89.5% | $93,063-88.5% | $137,256-92.2% |
| Participation rate | 81.3% | 74.9%+6.3pp | 72.1%+9.1pp | 80.0%+1.3pp |
| Annual return | 23.97% | 223.95%-200.0pp | 34.15%-10.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,010 | $2,707-62.7% | $2,476-59.2% | $4,156-75.7% |
| Participant deferral / active EE | $2,925 | $4,279-31.7% | $3,958-26.1% | $6,407-54.4% |
| Admin fee / account holder | $378 | $6,198-93.9% | $6,033-93.7% | $12,270-96.9% |