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 3-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 | $14,958 | $114,381-86.9% | $107,525-86.1% | $142,382-89.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 22.49% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,148 | $4,015-46.5% | $3,754-42.8% | $4,299-50.0% |
| Participant deferral / active EE | $3,452 | $5,564-38.0% | $5,116-32.5% | $6,507-47.0% |
| Admin fee / account holder | $1,565 | $9,860-84.1% | $8,919-82.5% | $12,624-87.6% |