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 | $16,791 | $72,071-76.7% | $68,368-75.4% | $137,256-87.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 16.46% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $755 | $2,788-72.9% | $2,649-71.5% | $4,156-81.8% |
| Participant deferral / active EE | $3,964 | $4,410-10.1% | $4,123-3.8% | $6,407-38.1% |
| Admin fee / account holder | $3,704 | $5,336-30.6% | $5,150-28.1% | $12,270-69.8% |