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 | $12,669 | $172,111-92.6% | $150,298-91.6% | $137,256-90.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.77% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,805 | $4,636-61.1% | $4,154-56.5% | $4,156-56.6% |
| Participant deferral / active EE | $3,552 | $6,166-42.4% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $2,236 | $16,471-86.4% | $14,116-84.2% | $12,270-81.8% |