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 | $25,677 | $118,680-78.4% | $98,907-74.0% | $158,922-83.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 8.86% | 372.35%-363.5pp | 196.43%-187.6pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,261 | $3,333-62.2% | $2,689-53.1% | $4,761-73.5% |
| Participant deferral / active EE | $2,061 | $5,088-59.5% | $4,244-51.4% | $5,982-65.5% |
| Admin fee / account holder | $7,554 | $10,131-25.4% | $6,642+13.7% | $11,246-32.8% |