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 | $34,680 | $201,272-82.8% | $184,203-81.2% | $145,922-76.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 13.77% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,361 | $7,022-66.4% | $6,427-63.3% | $4,660-49.3% |
| Participant deferral / active EE | $3,818 | $9,806-61.1% | $9,131-58.2% | $6,688-42.9% |
| Admin fee / account holder | $376 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |