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 3-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 | $4,369 | $74,888-94.2% | $71,209-93.9% | $142,382-96.9% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.1%-2.8pp |
| Annual return | 41.00% | 345.14%-304.1pp | 282.51%-241.5pp | 217.08%-176.1pp |
| Employer contribution / active EE | $1,692 | $2,854-40.7% | $2,721-37.8% | $4,299-60.6% |
| Participant deferral / active EE | $1,914 | $4,454-57.0% | $4,175-54.2% | $6,507-70.6% |
| Admin fee / account holder | $759 | $5,568-86.4% | $5,349-85.8% | $12,624-94.0% |