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 | $15,520 | $111,754-86.1% | $103,333-85.0% | $145,922-89.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.67% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,960 | $4,212+41.5% | $3,868+54.1% | $4,660+27.9% |
| Participant deferral / active EE | $10,805 | $5,619+92.3% | $5,057+113.6% | $6,688+61.6% |
| Admin fee / account holder | $4,701 | $9,750-51.8% | $8,355-43.7% | $13,397-64.9% |