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 | $14,902 | $172,111-91.3% | $150,298-90.1% | $137,256-89.1% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 17.47% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,537 | $4,636-66.8% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $3,016 | $6,166-51.1% | $5,453-44.7% | $6,407-52.9% |
| Admin fee / account holder | $1,276 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |