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 | $11,732 | $114,381-89.7% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 21.24% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,924 | $4,015-52.1% | $3,754-48.8% | $4,299-55.3% |
| Participant deferral / active EE | $3,740 | $5,564-32.8% | $5,116-26.9% | $6,507-42.5% |
| Admin fee / account holder | $540 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |