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 | $20,711 | $114,381-81.9% | $107,525-80.7% | $142,382-85.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 19.84% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,481 | $4,015-38.2% | $3,754-33.9% | $4,299-42.3% |
| Participant deferral / active EE | $3,977 | $5,564-28.5% | $5,116-22.3% | $6,507-38.9% |
| Admin fee / account holder | $1,117 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |