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 | $12,111 | $114,381-89.4% | $107,525-88.7% | $142,382-91.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 25.53% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,897 | $4,015-52.7% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $3,320 | $5,564-40.3% | $5,116-35.1% | $6,507-49.0% |
| Admin fee / account holder | $1,418 | $9,860-85.6% | $8,919-84.1% | $12,624-88.8% |