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 | $11,244 | $74,888-85.0% | $71,209-84.2% | $142,382-92.1% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,675 | $2,854-41.3% | $2,721-38.4% | $4,299-61.0% |
| Participant deferral / active EE | $2,056 | $4,454-53.8% | $4,175-50.8% | $6,507-68.4% |
| Admin fee / account holder | $2,282 | $5,568-59.0% | $5,349-57.3% | $12,624-81.9% |