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 | $18,292 | $117,983-84.5% | $101,794-82.0% | $142,382-87.2% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 20.90% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,767 | $2,773-36.3% | $2,289-22.8% | $4,299-58.9% |
| Participant deferral / active EE | $2,215 | $4,714-53.0% | $4,084-45.8% | $6,507-66.0% |
| Admin fee / account holder | $488 | $10,433-95.3% | $8,777-94.4% | $12,624-96.1% |