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 | $16,300 | $100,773-83.8% | $88,946-81.7% | $142,382-88.6% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 24.00% | 70.18%-46.2pp | 57.82%-33.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,633 | $5,230+26.8% | $4,581+44.8% | $6,507+1.9% |
| Admin fee / account holder | $698 | $9,693-92.8% | $8,261-91.5% | $12,624-94.5% |