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 | $13,034 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 14.64% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,364 | $3,939-65.4% | $3,689-63.0% | $4,156-67.2% |
| Participant deferral / active EE | $2,578 | $5,500-53.1% | $5,072-49.2% | $6,407-59.8% |
| Admin fee / account holder | $4,509 | $9,721-53.6% | $8,859-49.1% | $12,270-63.2% |