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 | $9,486 | $114,381-91.7% | $107,525-91.2% | $142,382-93.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 18.44% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,491 | $4,015-62.9% | $3,754-60.3% | $4,299-65.3% |
| Participant deferral / active EE | $2,086 | $5,564-62.5% | $5,116-59.2% | $6,507-67.9% |
| Admin fee / account holder | $863 | $9,860-91.2% | $8,919-90.3% | $12,624-93.2% |