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 3-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 | $10,729 | $114,381-90.6% | $107,525-90.0% | $142,382-92.5% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 22.03% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,034 | $4,015-49.3% | $3,754-45.8% | $4,299-52.7% |
| Participant deferral / active EE | $3,279 | $5,564-41.1% | $5,116-35.9% | $6,507-49.6% |
| Admin fee / account holder | $524 | $9,860-94.7% | $8,919-94.1% | $12,624-95.8% |