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 | $17,320 | $117,983-85.3% | $101,794-83.0% | $142,382-87.8% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 17.44% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $673 | $2,773-75.7% | $2,289-70.6% | $4,299-84.3% |
| Participant deferral / active EE | $3,462 | $4,714-26.6% | $4,084-15.2% | $6,507-46.8% |
| Admin fee / account holder | $1,169 | $10,433-88.8% | $8,777-86.7% | $12,624-90.7% |