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 | $16,605 | $104,974-84.2% | $95,585-82.6% | $142,382-88.3% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | 13.26% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,969 | $2,779-29.1% | $2,527-22.1% | $4,299-54.2% |
| Participant deferral / active EE | $644 | $4,352-85.2% | $4,023-84.0% | $6,507-90.1% |
| Admin fee / account holder | $2,712 | $6,386-57.5% | $6,127-55.7% | $12,624-78.5% |