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 | $17,496 | $100,970-82.7% | $96,576-81.9% | $137,256-87.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 14.28% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,243 | $3,809-67.4% | $3,553-65.0% | $4,156-70.1% |
| Participant deferral / active EE | $4,186 | $8,286-49.5% | $7,956-47.4% | $6,407-34.7% |
| Admin fee / account holder | $300 | $11,312-97.3% | $11,381-97.4% | $12,270-97.6% |