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 | $15,903 | $114,381-86.1% | $107,525-85.2% | $142,382-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.39% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,547 | $4,015-61.5% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $1,970 | $5,564-64.6% | $5,116-61.5% | $6,507-69.7% |
| Admin fee / account holder | $1,852 | $9,860-81.2% | $8,919-79.2% | $12,624-85.3% |