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 | $12,589 | $101,618-87.6% | $93,063-86.5% | $137,256-90.8% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 21.33% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,739 | $2,707-35.7% | $2,476-29.8% | $4,156-58.1% |
| Participant deferral / active EE | $3,238 | $4,279-24.3% | $3,958-18.2% | $6,407-49.5% |
| Admin fee / account holder | $575 | $6,198-90.7% | $6,033-90.5% | $12,270-95.3% |