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 | $6,270 | $104,974-94.0% | $95,585-93.4% | $142,382-95.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.80% | 210.33%-191.5pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,465 | $2,779-47.3% | $2,527-42.0% | $4,299-65.9% |
| Participant deferral / active EE | $2,353 | $4,352-45.9% | $4,023-41.5% | $6,507-63.8% |
| Admin fee / account holder | $1,492 | $6,386-76.6% | $6,127-75.6% | $12,624-88.2% |