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 | $101,618-86.1% | $93,063-84.9% | $137,256-89.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 15.80% | 223.95%-208.1pp | 34.15%-18.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,465 | $2,707-45.9% | $2,476-40.8% | $4,156-64.7% |
| Participant deferral / active EE | $1,863 | $4,279-56.5% | $3,958-52.9% | $6,407-70.9% |
| Admin fee / account holder | $2,799 | $6,198-54.9% | $6,033-53.6% | $12,270-77.2% |