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 | $15,766 | $74,888-78.9% | $71,209-77.9% | $142,382-88.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.26% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,615 | $2,854-43.4% | $2,721-40.6% | $4,299-62.4% |
| Participant deferral / active EE | $3,389 | $4,454-23.9% | $4,175-18.8% | $6,507-47.9% |
| Admin fee / account holder | $1,077 | $5,568-80.7% | $5,349-79.9% | $12,624-91.5% |