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 | $14,087 | $104,974-86.6% | $95,585-85.3% | $142,382-90.1% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 15.80% | 210.33%-194.5pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,465 | $2,779-47.3% | $2,527-42.0% | $4,299-65.9% |
| Participant deferral / active EE | $1,863 | $4,352-57.2% | $4,023-53.7% | $6,507-71.4% |
| Admin fee / account holder | $2,799 | $6,386-56.2% | $6,127-54.3% | $12,624-77.8% |