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 | $11,880 | $114,381-89.6% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 21.11% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,645 | $4,015-59.0% | $3,754-56.2% | $4,299-61.7% |
| Participant deferral / active EE | $3,795 | $5,564-31.8% | $5,116-25.8% | $6,507-41.7% |
| Admin fee / account holder | $2,733 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |