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 | $30,652 | $112,729-72.8% | $98,716-68.9% | $137,256-77.7% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.3%+1.3pp | 80.0%-9.4pp |
| Annual return | 13.47% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $879 | $2,725-67.8% | $2,279-61.4% | $4,156-78.9% |
| Participant deferral / active EE | $1,308 | $4,640-71.8% | $4,048-67.7% | $6,407-79.6% |
| Admin fee / account holder | $555 | $10,129-94.5% | $8,703-93.6% | $12,270-95.5% |