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 | $114,381-88.6% | $107,525-87.9% | $142,382-90.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.64% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,364 | $4,015-66.0% | $3,754-63.7% | $4,299-68.3% |
| Participant deferral / active EE | $2,578 | $5,564-53.7% | $5,116-49.6% | $6,507-60.4% |
| Admin fee / account holder | $4,509 | $9,860-54.3% | $8,919-49.4% | $12,624-64.3% |