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 | $12,245 | $117,983-89.6% | $101,794-88.0% | $142,382-91.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 21.44% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,032 | $2,773-62.8% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $1,375 | $4,714-70.8% | $4,084-66.3% | $6,507-78.9% |
| Admin fee / account holder | $673 | $10,433-93.6% | $8,777-92.3% | $12,624-94.7% |