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 6-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 | $15,137 | $114,381-86.8% | $107,525-85.9% | $142,382-89.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 16.30% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,729 | $4,015-56.9% | $3,754-53.9% | $4,299-59.8% |
| Participant deferral / active EE | $2,537 | $5,564-54.4% | $5,116-50.4% | $6,507-61.0% |
| Admin fee / account holder | $2,799 | $9,860-71.6% | $8,919-68.6% | $12,624-77.8% |